MFA Global Consulting Group LLC

The firm provides portfolio management services primarily to individuals and small business owners, delivering advisory guidance on equities, fixed income, ETFs and mutual funds. It manages a small client base (about 58 clients) and reports roughly $500,000 in assets under management, with the majority of those assets managed on a non-discretionary basis.

Investment decisions follow a top-down, macroeconomic and value-oriented process that emphasizes long-term allocations, diversification and firm-conducted security research; the firm conducts detailed client interviews to tailor portfolios and allows clients to retain legacy positions. It discloses and addresses material risks across stocks, ETFs, bonds and mutual funds, and expressly does not recommend penny stocks or cryptocurrencies.

Noteworthy features for a solo-advisor firm include maintaining six offices and an affiliation with insurance activities: the principal is a licensed insurance agent and may receive commissions from life and fixed insurance products, a potential conflict the brochure discloses. The firm also highlights its primarily non-discretionary management style, use of custodians such as Interactive Brokers and Folio Institutional with direct fee deduction (constructive custody), and its policy not to accept performance-based fees or vote client proxies.