WealthBuilder Investing focuses on helping you understand and manage investment risk tolerance, as well as increasing your chances for goal achievement. We offer a variety of portfolios to help ensure we have one that is personalized to your needs.
While most of our clients invest in the Traditional Asset Allocation portfolio, we also offer additional strategies for those interested in Socially Responsible Investing (SRI), Target Income-generation, and Smart Beta that attempts to outperform the market.
Each portfolio is customized for your individual goal level, and adjusts its allocation or target income based on your situation and time horizon.
TRADITIONAL ASSET ALLOCATION
Globally diversified portfolio built on Exchanged Traded Funds (ETFs), for any risk levels. Our most popular strategy.
In building our platform and offering individualized advice, our philosophy is based on five investing principles. Regardless of one’s assets or specific situation, webelieves all investors should:
– Make a personalized plan.
– Build in discipline.
– Maintain diversification.
– Balance cost and value.
– Manage taxes.
SOCIALLY RESPONSIBLE INVESTING (SRI)
Many investors prefer to invest according to their values. Socially and environmentally conscious customers can now take advantage of our Socially Responsible Investing (SRI) option.
SRI portfolios are expected to track WealthBuilder Investing core portfolios closely in terms of performance.
TARGET INCOME ALLOCATION
100% bond ETF portfolios with different income yields. Helps insulate against the ups and downs of the stock market. Target income portfolios are designed to provide more return from income, rather than capital appreciation while aiming a limiting exposure to stock market volatility.
These portfolios use an established,
factor-based approach that seeks to balance risk across multiple sources of return. The models are created by Goldman Sachs Asset
Management’s global multi-asset class investment team that has over two decades of experience providing solutions to clients.
WealthBuilder Investing Portfolios: Not FDIC-Insured – No Bank Guarantee – May Lose Money
WealthBuilder Investing is provided by MRA Advisory Group (“MRA”) and sub-advised by Betterment Securities (www.betterment.com) . MRA does not guarantee the suitability or potential value of any particular investment or information source and accepts no liability for reliance on this data. Past performance does not guarantee or indicate future results.
The products mentioned in this document may not be eligible for sale in some states or countries, nor suitable for all types of investors; their value and the income they produce may fluctuate and/or be adversely affected by exchange rates, interest rates, or other factors. Additional information will be provided upon request.
MRA is an SEC registered investment adviser with its principal place of business in the State of New Jersey. MRA Advisory Group and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which MRA maintains clients. MRA may only transact business in those states in which it is registered/notice filed, or qualifies for an exemption or exclusion from registration/notice filing requirements.
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