Step 01
Research
Analyze global markets, economic trends and academic research to identify opportunities.
Core
Broad, diversified ETF holdings.
Explore
Tactical opportunities in support of long-term objectives.
WealthBuilder Portfolios
Disciplined portfolios, aligned to your risk.
MRA’s Investment Committee uses a repeatable, risk-based process to manage WealthBuilder portfolios across market environments.
Request a portfolio review →WealthBuilder Portfolios
Risk has a place in the plan.
WealthBuilder portfolios use diversified ETFs, stocks and fixed income across U.S., international and emerging markets. The allocation is selected around the level of market risk that fits your goals and comfort.
60%Stocks40%Bonds
Moderate
WealthBuilder Growth + Income
A more even mix for investors seeking both growth and income.
Stocks Bonds
Illustrative suggested allocations shown by MRA. A portfolio recommendation follows completion of a suitability profile.
A Disciplined Process
Core for the long term. Explore for opportunity.
MRA’s Investment Committee combines broad, diversified Core holdings with a tactical Explore allocation intended to enhance long-term outcomes.
Core + ExploreOne disciplined process.
Select a stage to explore the process.
How MRA Invests
Built around the full picture.
Personalized portfolios
Strategies built around your goals, risk tolerance and time horizon.
Diversification
Broad exposure across asset classes, sectors and geographies.
Tactical asset allocation
Forward-looking decisions for changing market and economic conditions.
Continuous monitoring
Markets are tracked and portfolios are reviewed on an ongoing basis.
Tax-efficient investing
Investment decisions considered alongside the tax dimension of your financial life.
Confidence through discipline
A repeatable process designed to keep the focus on long-term objectives.
Purpose-Driven Options
Invest with your values in view.
Biblically Responsible Investing
For investors who want to align investment choices with Christian values and principles.
Explore BRI Investing →Sustainable Investing
For investors seeking an approach that considers climate initiatives, economic growth and social needs alongside long-term profitability.
Explore Sustainable Investing →Fees
Fee-based advice. No Commissions
Fee ranges from 0.40% to 2.00% per year based on the level of investments managed by MRA and the complexity of the investment strategy.
See ADV brochure for additional details on fees, risks, and other considerations before investing.
A Connected Approach
One decision can affect the rest.
MRA brings planning, investments, tax and protection into the same conversation.
Meet an Advisor →
From the Investment Committee
Market Commentary
A monthly perspective on the conditions investors are watching and the portfolio discipline that helps keep decisions connected to the plan.
Latest commentary
August 1, 2026
August Market Outlook: A Disciplined View
MRA’s investment committee view on growth, inflation, market leadership, and the portfolio discipline that matters as conditions evolve.
Read August commentary →