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WealthBuilder Risk Number Portfolios
Minimum Investment: $5,000
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.
WealthBuilder Dividend Focus Portfolio
Minimum Investment: $25,000
The WealthBuilder Dividend Focus Portfolio is comprised of stocks that have met certain criteria and withstood scrutiny of the MRA Investment Committee (“IC”). Our convictions were strong as we sought stocks with attractive valuations, stable or rising dividend history, above average yield, a strong balance sheet and good cash flow. The IC monitors and rebalances/reallocates this portfolio on a quarterly basis or on an as needed basis based upon continued due diligence and near-term macro market outlook.
WealthBuilder ESG Portfolio - All Equity
Minimum Investment: $5,000
This Model offer exposure to companies that exhibit Environmental, Social and Governance (ESG) characteristics. Our ESG-focused Model Portfolio emphasizes best-of-breed positive-impact ESG ETFs or stocks to create globally diversified equity portfolio. The model surround an ESG-adherent core with satellites that capture differentiated ESG themes. Check out the WealthBuilder ESG Portfolio IMPACT REPORT.
Alternatives
Minimum Investment: $100,000
MRA Capital Partners’ flagship “Lighthouse Fund”, is a High Yield Asset Backed Portfolio. The fund focuses on high yielding, current income investments in both debt and preferred equity and makes Private Debt interest-only loans, secured by both commercial & residential real estate nationwide. Available to accredited investors.
WealthBuilder Crypto Blockchain Portfolio
Minimum Investment: $5,000
The WealthBuilder Crypto Blockchain Portfolio offers exposure to equity securities in the emerging industries of cryptocurrencies and blockchain technologies. The Model portfolio focuses on ETFs that invest in companies involved in the cryptocurrency markets, blockchain solutions, innovative data sharing technologies and digital transformations in fintech, healthcare & supply chains.
Disclaimer: Not a direct investment in cryptocurrencies such as Bitcoin or Ethereum. Appropriate for Aggressive Risk Profile.
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Integrated Business Services
What can we simplify for you today?
Dealing with a job loss?
Concerned about your investment portfolio?
Need a transition to retirement?
Paying too much in taxes?
Schedule a free meeting with one of our fiduciary advisors
What to expect:
A friendly and knowledgeable staff who understands the financial issues of your generation
Confidentiality about your financial situation
Professionals who work in a fiduciary capacity
An open conversation about your financial goals and dreams
An initial assessment of any "financial blind spots" which may be in the way for you to achieve your financial goals
Disclosure on how we are compensated and an outline of how we can partner with you to help you reach your financial goals
Latest News
What To Do After You’ve Been Automatically Enrolled in Your Company’s Retirement Plan
At one time, the only way you could join your company's 401(k) plan, 403(b) plan, or 457(b) plan was to put pen to paper and sign yourself up by filling out the appropriate forms. Now, though, in an effort to help participants increase their retirement savings, more...
Nick Notes: 2H22 Outlook – Is It Safe to Come Out?
Nick Pirsos, Wealth Advisor at MRA Advisory Group, gives his thoughts on the market. Below is Nick's June recap. Nick offers a complimentary first meeting (via the link below), learn more about him and schedule your complimentary meeting today for assistance in...
Market Recap: Week Ending June 24, 2022
The stock and bond markets were closed last Monday to observe the Juneteenth federal holiday. Then, after three weeks of bruising losses, stocks rebounded over the next four days to deliver solid gains. Investors hung on every word during Fed Chair Jerome Powell's two...
Jerome Powell says Fed is Committed on Inflation
Federal Reserve Chairman Jerome Powell told congressional lawmakers Wednesday that the central bank is determined to bring down inflation and has the ability to make that happen. “At the Fed, we understand the hardship high inflation is causing. We are...
What is a Bear Market? And What Should You Do Now?
It’s official, according to the folks who decide which markets are bulls and which are bears, not to mention which stocks go into the Dow Jones Industrial Average and the S&P 500. U.S. stocks on Monday entered a bear market because the S&P 500 closed...
High Inflation: How Long Will It Last?
In March 2022, the Consumer Price Index for All Urban Consumers (CPI-U), the most common measure of inflation, rose at an annual rate of 8.5%, the highest level since December 1981.1 It's not surprising that a Gallup poll at the end of March found that one out of six...
Joe Verile, CRPC® Talks Investing
Joe discusses compound interest and how to beat inflation. Getting started early is one way to start "thinking like a billionaire". For more in-depth information, and to learn more about investing, schedule a meeting with Joe at https://mraadvisory.com/joeverile/ to...
Market Recap: Week Ending June 3, 2022
Investors swallowed modest losses last week as the stock market served up another disappointing performance. Each of the benchmark indexes listed here lost value, with the S&P 500 declining 1.2%, the Nasdaq pulling back 1.0%, and the Dow falling 0.9%. The Global...
Despite Concerns, Retirement Confidence Remains Steady
Market volatility can be scary whether you're near retirement age or not. Working with a Financial Advisor can help ease those worries. MRA Advisory Group can help you formalize a plan that works for your life and dreams. We'll set realistic goals and help you...