Wealth Management Process
1) Review your current investments
How risky is your portfolio?
We seek to eliminate the stereotypes that have made risk tolerance labels ineffective. We use leading scientific theory to objectively pinpoint an investor’s Risk Number. Simple or detailed. Across the room or across the world.
2) Determine your Risk Number
A portfolio-wide Risk Number enables our clients to make investment decisions that demonstrate alignment with their appetite for risk and their investment objectives.
3) Create an Investment Policy Statement (IPS)*
An Investment Policy Statement (IPS) is the map, activity schedule and outcome document between MRA Advisory Group and you. It includes your broad investing goals and objectives. The next component discusses the path that your advisor, in collaboration with you, follows to reach a set of goals.
4) Implement investment strategy
A plan without action is set to failure. You are not alone. We work with you to help you implement your Investment Policy Statement in an effort to help you reach your investment goals.
5) Track and manage your investments
You invest and then the market gets in the way! Through our collaborative approach we work with you to ensure that your risk tolerance continues to jibe with how you are invested. A portfolio-wide Risk Number and 95% Probability Range enable you to make investment decisions and demonstrate alignment with your investment goals.
Learn about our risk management approach:
Socially Responsible Investment (SRI)
Socially Responsible Investment (SRI) Portfolios focus on making investments in areas that are having an impact on moving towards a more progressive society. This approach to investing looks at specific themes such as climate change solutions, clean energy, new cancer fighting medicines, water resources, gender diversity, women leadership, consumer protection or affordable housing. Investments are made to generate a positive societal impact alongside a financial return.
We offer SRI portfolios focused on environmental stewardship and gender lens themes that address client interests.