WealthBuilder Portfolios
“An investment in knowledge pays the best interest.”
Benjamin Franklin
WealthBuilder Portfolios are created from a pool of hundreds of exchange-traded funds (ETFs), stocks, and/or fixed income, providing investment diversification across US, international, and/or emerging market stocks.
The portfolios are model portfolios managed by the MRA Advisory Group Investment Committee. The Committee monitors market and economic trends to determine whether portfolio changes are necessary to preserve the integrity of each portfolio’s Risk Number.
No commissions. Fee-based advice.
Global Investment Diversification
Active professional investment management
Flexible: Customization based on each client’s risk profile
Stay current on the US markets with market intelligence from MRA Advisory.
Video: WealthBuilder Portfolio- Process and Methodology
MRA Advisory Investment Committee
MRA Investment Committee (“IC”) is responsible for the management process of the firm’s WealthBuilder Risk Managed Portfolios (Exchange Traded Funds – ETFs) and Strategic Opportunity Portfolio (all stock portfolio). Most investment committee members have over 20 years of financial services experience in managing portfolios on behalf of clients.
The IC employs a top-down approach to the investment management process and divides the investment portfolio approach into “core” (traditional asset allocation) and “explore” (tactical asset allocation) holdings. As clients move up in risk from one portfolio to another, their “explore” allocation increases compared to their “core” allocation. Some examples of an “explore” holding include clean energy, cloud computing, online retailers, while “core” holdings may include the S&P 500, the Nasdaq index or the Barclays aggregate bond index. This approach is key in the IC’s effort to generate better investment outcomes for clients given each level of portfolio risk. In addition, the IC reviews all portfolio allocations on a quarterly basis or as needed. Prior to each IC meeting, each IC member does their own due diligence on each existing holding in all of our portfolios. The member then makes a recommendation to either hold, sell, increase or decrease the position. The member offers their reasoning to the rest of committee. Two thirds of the committee must agree on a given action prior to any action being put into motion.
Committee Members
Marco Lima, CFP®
CEO, Wealth Advisor
Paul S. Plemenos
Director of Wealth Management
Beth P. Wahlig
Director of Socially Responsible Investing
Joseph Verile, CRPC®
Operations and Account Manager