MRA 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.