Parsippany, NJ and Sparta, NJ, USA
+1 844.MRA.ROAD
support@morrisretirement.com

MRA Wealth Management

MOVING AWAY FROM THE MAINSTREAM 

Mainstream Investment Management: Often focuses on chasing investment returns. This approach can translate into disappointment.

MRA’s Approach: Focuses on helping clients understand and manage investment risk tolerance, as well as increasing their chances for goal achievement. 

MANAGING RISK

With your Risk Number, we can help you set investment portfolio expectations using a measure of risk rather than return, leading to a better informed and satisfied client.

WHAT’S YOUR RISK NUMBER?
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:

Choices:

– 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).

SCHEDULE A PORTFOLIO REVIEW