Bring your priorities
Share the values, financial goals and investment questions that matter most to you.
Meet an MRA Advisor
A BRI conversation starts with what matters to you.
Bring your questions about faith, investing and long-term goals. An MRA advisor will help you explore whether a Biblically Responsible Investing portfolio belongs in your plan.
Schedule a conversationBRI Investing
What would you like to explore?
- Wondering whether BRI fits your investment plan?
- Looking for an investment approach aligned with Christian values?
- Reviewing risk, diversification or portfolio priorities?
- Considering how values-led investing fits your long-term goals?
Your First Conversation
What to expect.
There is no need to prepare a presentation. Come with the questions, convictions and goals you want your investments to reflect.
- 01A confidential conversation about your goals and values
- 02A clear overview of the BRI approach and values screening
- 03Discussion of your risk preferences, time horizon and existing investments
- 04Time for the questions you want to ask about BRI portfolios
- 05A practical view of the next steps that may be helpful
- 06A straightforward explanation of MRA’s fiduciary advisory relationship
A Clearer Way Forward
Explore the BRI approach
Discuss how values screening, diversification and risk preferences can work together in a BRI portfolio conversation.
Decide your next step
Leave with a clearer sense of whether further BRI planning or portfolio review may be useful.
Schedule Your Conversation
Choose a time to talk about BRI Investing.
Select a time for a focused conversation with an MRA advisor about the values, investment priorities and questions that matter to you.