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Wealth Management

No commissions. Fee-based advice ranging from 0.40% to 1.50% per year (See ADV Brochure)


“An investment in knowledge pays the best interest.”

Benjamin Franklin

 

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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:

WealthBuilder Portfolios focus on helping you understand and manage investment risk tolerance, as well as increasing your chances for goal achievement. We offer a variety of portfolios to help ensure we have one that is personalized to your needs.

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.

A portfolio-wide Risk Number enables our clients to make investment decisions that demonstrate alignment with their appetite for risk and their investment objectives.

Download our Monthly Portfolio Updates

See ADV Brochure for disclosures, fees, risks and other considerations. Past performance is no guarantee of future results.

Wondering how to manage your retirement accounts?

In today’s markets, being passive with your retirement savings is no longer an option.

PROFESSIONAL ADVICE

Personalized investment advisory services for 401ks, 403bs, IRAs and annuities held away from our firm. With RetirementBuilder, we can help you manage your retirement accounts no matter where they are held using our multi-custodian trading platform.

MULTI-CUSTODIAN TRADING PLATFORM

With our trading platform, we can access your held away accounts on your behalf. The technology behind our trading platform enables our Wealth Advisors to trade, rebalance or reallocate your investments based on your financial goals, risk profile and time horizon.

TRANSPARENT FEE STRUCTURE

We don’t charge commissions. The fee for RetirementBuilder is consistent with MRA’s Private Wealth Advice Program in which clients pay an annual investment advisory fee ranging from 0.40% to 1.50% based on assets under management.

FLEXIBILITY

No long-term commitments. Start or cancel the service at any time.

Video: Connecting your accounts to RetirementBuilder

Custom Stocks and Bonds Portfolios

Additional portfolio customization, which includes individual stocks, bonds, alternatives and/or private equity may be available for account sizes of $500,000 or higher.

We offer fee-based investment solutions, using goals-based investment strategies that focus on helping clients understand and manage investment risk, as well as increase their chances for goal achievement.  Investment advisory fees are based on assets under management.

achievement. Investment advisory fee based on assets under management.

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.

LIGHTHOUSE FUND

MRA Capital Partners Lighthouse Fund* provides short-to-medium term alternative lending for property acquisitions, construction, bridge loans and recapitalization of existing assets. We lend to experienced and well-capitalized builders, developers & real estate investors.

For additional information, visit:
www.mracapitalpartners.com

Disclosure: MRA Advisory Group (“MRA”) may refer clients, where suitable, to invest in MRA Capital Partners, LP and Lighthouse Fund. These investments are managed by individuals who are also employed by MRA and therefore MRA will have access to all of a client’s information. Clients are not required to invest in MRA Capital Partners, LP or Lighthouse Fund and investing in these strategies may cost more or less than comparable strategies offered by unaffiliated firms. As a result, there is a material conflict of interest because MRA’s owners receive an economic benefit by referring clients to invest in MRA Capital Partners, LP or Lighthouse Fund.

OPPORTUNITY STRATEGY 

MRA Capital Partners, LP* actively pursues acquisitions and joint ventures of valued add and cash-flowing Commercial Real Estate development & redevelopment throughout the United States. The Fund seeks Capital Appreciation & Income potential from long-term real estate investments such as: Multifamily, Student Housing, Senior Living, Supermarket-anchored, Investment-grade-Retail, Office, Medical, Industrial, Mixed-use, Storage, Land Development, Hotels

 

*Fund only available to accredited investors. In the United States, to be considered an accredited investor, one must have a net worth of at least $1,000,000, excluding the value of one’s primary residence, or have income at least $200,000 each year for the last two years (or $300,000 combined income if married) and have the expectation to make the same amount in the foreseeable future.

See ADV Brochure for disclosures, fees, risks and other considerations. Past performance is no guarantee of future results.

*Investment Policy Statement (IPS):  

The purpose of an Investment Policy Statement is to describe the process to be used by the financial advisor or other fiduciary in making investment decisions. The financial advisor will follow the terms of the IPS as part of effectively supervising, monitoring and evaluating the investment objectives of the client.
An IPS should be developed to:
– State in a written document the expectations, objectives and guidelines of the investment options.
– Establish an investment structure for the investment options to provide a sufficient level of diversification across asset classes and investment styles.
– Provide guidelines for each of the investment options that address the level of risk and return, in accordance with stated objectives.
– Establish formalized criteria to monitor, evaluate, and compare the performance results achieved by the financial advisor on a regular basis.
– Encourage effective communications among the financial advisor, clients, investment managers, and other professional advisors.
– Comply with the prudence, due diligence, diversification and other applicable fiduciary standards imposed by law.
– Set forth general investment strategy including strategic asset allocation (i.e., which asset categories will comprise what percentages of the investment portfolio).
An Investment Policy Statement is the product of due and careful consideration by the financial advisor of the client and describes the fiduciary process that the financial advisor deems to be appropriate under the circumstances. While it guides the actions of fiduciaries, it should not prohibit the use of their discretion to ultimately make prudent investment decisions.