Investment Management

By: Sera Capital  12/15/2015
Keywords: Investment Management, Wealth Preservation, Wealth Planning

WHAT WE DO Sera Capital is a registered investment advisor, managing money for individuals, couples and other advisors. We are active managers of passive broad indices. This means we trade your portfolio on a discretionary basis, based on your goals and what we think is appropriate in the hope of achieving above average rates of return with below average risk over complete market cycles. OUR ROOTS ARE WITH INDIVIDUALS We have worked with hundreds of people and have insights to their investment behavior under emotional situations. This is why we choose not to use risk tolerance questionnaires. We know people have variable risk profiles. This has led us to focus on High Mar Solutions, because we know people prefer less volatility and more predictability and since they possess variable risk profiles, they are more apt to stay the course if we can create portfolios that achieve this end. This means we design our portfolios knowing that our client’s behavior is the single most important factor to success.

Keywords: Financial Adviser, Financial Services Company, INDEPENDENT ADVISER, Independent Financial Adviser, Independent Financial Advisor, Independent Financial Advisors, Investment Management, Investment Management Services, Portfolio Planning, Wealth Management Services, Wealth Planning, Wealth Preservation

Other products and services from Sera Capital

12/15/2015

Investment Management

Sera Capital is a registered investment advisor that manages money for individuals, couples and other advisors.