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.
Our Investment Policy
Risk Management
We believe that investors must take risks to generate returns. Deciding how much risk to take, which risks to take, and monitoring those risks is extremely important.
Intelligent Implementation
MFA is agnostic towards management styles, such as an active versus passive approach, as well as investment vehicles —including mutual funds versus ETFs versus direct indexing versus private funds. We continually evaluate each asset class and market conditions to determine the best style and vehicle to gain exposure.
Tax-Aware
After-tax returns matter more than pre-tax returns. We must consider both short-term and long-term tax issues.
Cost-Aware
Net-of-fee returns are more important than gross-of-fee returns, plain and simple.
Flexibility
Markets are dynamic and tax legislation is ever-changing. Keeping an open mind and remaining flexible opens more opportunities for allocations to new and unique ventures.
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
things that matter to you
