Your current accounts
Bring recent statements or a simple list of the accounts you would like to discuss.
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
Before You Schedule
Bring the questions that deserve a closer look.
You do not need to have every answer. A few details about your accounts, priorities and concerns can make the first conversation more useful from the start.
Read the WealthBuilder BRI Investment GuideYour goals and timeline
Share what you are working toward, the role each account plays and the timing that matters to you.
Your questions about BRI
Ask how the values screen is applied and how it may affect diversification, risk and the portfolio conversation.
What feels uncertain
Start with the questions you have about your investments, your priorities or a possible next step.
Who You Will Meet
A conversation with the MRA Advisory Group team.
By the MRA Advisory Group team. Start with the questions that matter to you, then decide whether further review may be appropriate for your circumstances.
Meet MRA Advisory GroupA Clearer Way Forward
Bring your priorities
Share the values, financial goals and investment questions that matter most to you.
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.