MOVING AWAY FROM THE MAINSTREAM
Mainstream Investment Management: Often focuses on chasing investment returns. This approach can translate into disappointment.
MRA’s Approach: F
MRA WEALTH PORTFOLIOS
MRA Wealth Portfolios is an advisor-driven fee-based investment management platform that helps us serve our clients more efficiently, while delivering a digitally enabled experience clients have come to expect and a personal touch from our financial advisors.
Choose from a diverse set of portfolios that reflect your investment profile:
– Taxable or IRA-specific portfolio
– Risk based allocations
The MRA Wealth Portfolios are created from a pool of hundreds of low cost Exchange Traded Funds (ETFs) and/or no-load mutual funds across major fund families. Features:
– No account maintenance fees, trading commissions or custody fees charged to clients.
– Automated rebalancing and/or re-optimatization
– Offer a dedicated website and mobile app
– Paperless onboarding, with streamlined account opening and funding processes
– 1.00% cash minimum in each portfolio. Cash held at FDIC-insured account and pays an indexed, market-based interest rate*
– Minimum account size may apply
– Portfolios comprise of Core (traditional asset allocation) and Explore (tactical asset allocation) investment themes
– Additional portfolio customization, which includes individual stocks, bonds, alternatives and private equity may be available for account sizes of $500,000 or higher
*Investment Products: Not FDIC-Insured – No bank Guarantee – May Lose Money Request and review our ADV Brochure for additional details (see link to document below).