MRA Advisory Group
BRI Investing — Purpose driven investing

WealthBuilder Portfolios

Invest with your values in view.

WealthBuilder Biblically Responsible Investing portfolios bring faith, risk preferences and long-term financial goals into the same investment conversation.

Explore BRI Investing

Purpose-Driven Investing

A screening lens shaped by faith.

BRI portfolios seek to align investment choices with Christian moral teachings and ethics while pursuing risk-adjusted returns.

The BRI approach aims to screen out companies involved in business activities that conflict with the principles applied to the portfolios.

AbortionHuman exploitationSexualityCannabisAlcoholTobaccoGambling

MRA Advisory Group donates 10% of net profits from managing BRI portfolios to charity.

BRI Principles

Faith, stewardship and long-term discipline.

01

Alignment with Biblical values

The BRI approach seeks to avoid investments in business activities that conflict with Christian values and principles.

02

Positive impact & stewardship

The approach considers stewardship, responsibility and a company’s contribution to society.

03

Ethical engagement

Governance, transparency, integrity and fair business practices are part of the conversation.

04

Long-term perspective

The focus stays on durable planning, sustainable growth and thoughtful oversight over short-term reaction.

Portfolio Details

Built for ongoing stewardship.

Quarterly review

BRI portfolios are rebalanced quarterly or as needed.

$5,000 minimum

A lower opening minimum makes BRI portfolios available to more investors.

0.45% annual fee

Fee-based BRI portfolio advice with no commissions.

Risk-Based Portfolios

One values-led approach. Three risk profiles.

WealthBuilder BRI portfolios are available in Conservative, Moderate and Aggressive models. Select a profile to explore the suggested allocation shown in the BRI portfolio materials.

49%Equities

Moderate

49% Equities

A more balanced allocation across equities, fixed income and cash.

49% Equities 39% Fixed Income 12% Cash <1% Alternative

Illustrative BRI portfolio allocations. A portfolio recommendation follows the completion of a suitability profile.

A Conversation About BRI

See whether a values-led portfolio belongs in your plan.

Bring your questions about faith, investing and the goals you want your money to support.

Meet an Advisor