MRA Advisory Group manages five Risk Number Model Portfolios: Risk Number 30-40 (Moderate Conservative ), Risk Number 41-50 (Moderate), Risk Number 51-60 (Moderate Aggressive), Risk Number 60 (Aggressive) and Risk Number 70+ (All Equity). Before investing, we encourage clients to identify which Risk Number Model Portfolio is best suitable for their investment objectives and time horizon. As such, we can help clients select and set portfolio expectations using a measure of a risk rather than return, leading to a better informed and more satisfied clients.
How much risk do you have in 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.
A portfolio-wide Risk Number enables our clients to make investment decisions that demonstrate alignment with their appetite for risk and their investment objectives.
WealthBuilder Portfolios Schedule an Introduction
Investing based on your unique financial needs
Account minimum: $25,000
For investment amounts below $25,000 visit :www.wealthbuilderinvesting.com
EASY TO UNDERSTAND PERSONALIZED FINANCIAL ADVICE
Find out how much you can invest towards your goals, your recommended portfolio mix, and more
GLOBALLY DIVERSIFIED PORTFOLIOS
Created from a pool of hundreds of low cost Exchange Traded Funds (ETFs) and/or no-load mutual funds across major fund families. Investment portfolios chosen to maximize your potential return at various levels of risk across domestic and international markets
VARIED INVESTMENT THEMES
Portfolios comprise of Core (traditional asset allocation) and Explore (tactical asset allocation) investment themes.
NO FEES TO BUY OR SELL
No additional fees to buy or sell securities in your portfolios