Fee-based advice for BRI Portfolios: 0.45%/year. No commissions.
MRA Advisory Group donates 10% of the net profits from managing BRI portfolios to charity.
Our Onboarding Process
Step 1
Questionnaire and Initial Consultation
Complete our onboarding questionnaire and meet with our advisors to discuss your financial goals and current challenges.
Step 2
Customized Strategy Development
We create a personalized financial plan tailored to your specific needs.
Step 3
Implementation and Support
Our team will assist you in implementing your plan and provide ongoing support.
Common Questions about Biblical Responsible Investing
How does MRA Advisory's Biblical Responsible Investing (BRI) work?
✅ Include companies that reflect Christian principles (e.g., ethical labor, charitable giving).
❌ The portfolios aim to exclude investments in companies that violate basic biblical principles, such as abortion, human exploitation, sexuality, cannabis, alcohol, tobacco, and gambling, while seeking to maximize risk-adjusted returns for investors.
What are the Pros of Biblically Responsible Investing?
✔ Encourages ethical businesses – Supports companies that promote values like integrity and social justice.
✔ Long-term positive impact – Helps fund organizations that make a difference in society.
✔ Encourages stewardship – Promotes wise management of financial resources based on biblical principles.
What are the Cons of Biblically Responsible Investing?
❌ Potential for lower returns – Avoiding certain high-growth industries may reduce profitability.
❌ Difficult to screen all companies – Some companies may indirectly engage in undesirable activities.
❌ Subjective screening criteria – Different Christian investment firms may have different definitions of “biblical responsibility.”
Can BRI still provide strong financial returns?
What types of investments are available for BRI?
• BRI Mutual Funds – Actively managed portfolios that adhere to biblical values.
• BRI ETFs (Exchange-Traded Funds) – Passive funds that track a faith-based index.
• Individual Stocks – Direct investments in ethically screened companies.
• Faith-Based Bonds – Fixed-income options aligned with Christian values.
MRA Advisory only uses BRI ETFs in its portfolios. This is because of the high level of diversification and liquidity, especially during the trading day, that BRI ETFs offer.
How do I start investing biblically?
2. Use Christian screening tools – Platforms like Inspire Insight and Biblically Responsible Investing Institute (BRII) help identify ethical investments.
3. Invest through a faith-based advisor – Consider Christian financial firms that specialize in BRI.
4. Review and pray – Regularly monitor your investments to ensure they align with your faith.
Are the MRA Advisory working on my BRI Portfolio Christian?
Common Onboarding Questions
Find answers to the most common questions about our onboarding process.
What's the minimum account size to start a BRI Portfolio with MRA Advisory?
$5,000 per account.
What type of investment accounts you offer?
Individual brokerage, joint brokerage, Traditional IRA, Roth IRA, SEP IRA, Rollover IRA, UTMA, and most types of business accounts.
What documents do I need to provide?
You will need to provide your personal information and any relevant financial documents. Your input will help us gain important insight into your current situation and advise you on financial solutions tailored to your unique needs.
How long does the onboarding process take?
The process typically takes approximately one-week, depending on the complexity of your financial situation.
Will I have a dedicated advisor?
Yes, each client is assigned a dedicated advisor to guide them through the onboarding and beyond.
What are your fees?
Our initial consultation is complimentary. For BRI Portfolios, MRA Advisory charges an annual advisory fee of 0.45%. The fee is based on the monthly calculated level of assets under management.
How secure is my financial information?
We use state-of-the-art security measures to ensure your information is protected at all times.
Can I access my account information online?
Yes, our client portal allows you to access your account information securely online 24/7.
Where will my account be held? Who's Altruist?
For BRI Portfolios, MRA Advisory Group partners with Altruist for custodial and financial technology services. Altruist is a modern custodian and technology platform designed to help Registered Investment Advisors (RIAs) streamline their practice, reduce costs, and enhance client experiences.