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OUR INVESTMENT MANAGEMENT SERVICES

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 Philosophy


Risk Management

We believe that investors must take risk 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 (active vs. passive) and investment vehicles (mutual funds vs ETFs vs 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.

How to Get Started

 Step 1


We offer a complimentary consultation in order to review your situation, goals, objectives and answer any questions that you may have.

Step 2


Once we understand your goals, we will design your customized asset allocation.

Step 3


When you decide to work with us, we will help you open and consolidate accounts, accounts, transfer assets, deposit funds, and provide other assistance in relation to our advisory services.

Step 4


Investing your money is only the first step. We continually monitor the markets and your investments and will proactively make changes if necessary.

Step 5


We are always available to our clients, whether it is for a regular review, a quick question or more complex service requests.


Fees


Assets Under Management
Management Fee
$0 - $999,999
1.00%
$1,000,000 - $1,999,999
0.85%
$2,000,000 - $4,999,9990.80%
$5,000,000 - $9,999,9990.70%
$10,000,000 or more0.60%