Investment
Management
Customized Strategies to Optimize Your Investments
MFA offers customized strategies to meet the diverse investment objectives of our clients.
Our goal is to tailor our strategies to your unique investment needs.
Focused Specializations
Our Specializations Provide A Unique
Experience For Each Client
Alternative Investments
We help you allocate real estate, private equity and debt, hedge funds and other private strategies.
Value Based Investing
We can help you align your investment portfolios with your personal values and target a positive impact with your investments.
Tax Aware Investing
Tax aware strategies include investing strategically, minimizing tax drag, and keeping more of what you earn. Depending on your situation, MFA may recommend utilizing a simple or sophisticated strategy; examples include direct indexing, long/short overlays, exchange funds, opportunity zones, 351 exchanges, 721 exchanges, and so on.
Investment Review
Your personal advisor will analyze your portfolio to make sure it’s aligned with your goals, risk tolerance, tax strategy, and values.
Alternative Investments
MFA specializes in institutional-quality, private investments targeting risk and return profiles that are not correlated with the public markets.
We can help you allocate to real estate, private equity and debt, hedge funds, and other private strategies.
We source, research, and advise on institutional-quality alternative investments, for those who meet the various following thresholds:
- Accredited Investors. Net worth greater than $1M or earned income that exceeds $200K (or $300K jointly with a spouse) in each of the prior 2 years.
- Qualified Clients. Net worth greater than $2.2M.
- Qualified Purchaser. Net worth greater than $5M.
The above net worth definitions exclude the value of home equity and associated mortgage debt. The above is for educational purposes only. Contact us to discuss details of qualification and eligibility.
Tax Aware Indexing
Direct (or custom) indexing allows us to optimize your portfolio, based on your tax situation,
equity compensation, existing investments, and/or values.
Direct indexing is a type of index investing. Rather than buying an index mutual fund or index exchange-traded fund (ETF), direct indexing involves buying the individual stocks in an index. For instance, an investor who wants to replicate the S&P 500 index could buy several hundred stocks in an effort to mirror the risk and the return of the S&P 500, rather than purchasing a single index fund.
As an investor, there are many reasons why you should select direct indexing.
- Tax Loss Harvesting
Investors can implement Tax-Loss Harvesting (TLH) in portfolios of funds and MFA does TLH for clients who own mutual funds and ETFs. However, TLH can be done more frequently and in more market environments with individual stocks than with funds. Thus, direct indexing may be more beneficial to investors who are in higher tax brackets. - Personalized Portfolios
There are many great socially responsible, sustainable, and ESG-oriented funds, but funds are not personalized to individual investors. Direct indexing allows us to align portfolios with each client's values, rather than a generic set of beliefs. - Mitigate Risk
Clients who receive stock options and restricted stock may have concentrated positions and exposure to their employer's stock. Rather than purchase an index fund that owns even more of the stock, we can exclude specific companies, industries, and sectors in order to limit concentration risk. - Integrate Low-Basis and Other Legacy Positions
Clients who own existing positions with a low-cost basis, or want to continue holding legacy positions, can integrate those positions into their portfolio. Rather than realizing taxable capital gains or increasing risk exposures, direct indexing allows us to build index portfolios around existing positions
Direct Indexing may be appropriate if you are:
- Are in a high tax bracket
- Own stock with a low cost basis
- Have large capital gains tax liability
- Desire a customized portfolio that is aligned with their personal values
- Have philanthropic intent or goals
The above is for educational purposes only. Direct indexing is not appropriate for all investors.
Our team of financial advisors work with each client individually to determine whether index funds or direct indexing is more appropriate.
Optimize Your Investment Strategy
Start a conversation with our team today
to learn more about how we can manage
your wealth and set you up for success.
Take Control of Your Financial Future
Work with our team of advisors to manage
your wealth so that you can focus on the
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