We are a local, boutique firm, anchored in Annapolis, Md., and serving the Baltimore-Washington D.C. Metro Area. Our active management approach is acutely designed around responsive and responsible solutions to help you identify and meet your financial goals and build or secure your wealth.
Sera Capital is a registered investment advisor that manages 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.
One of the benefits our financial tales community enjoys is the ability to submit their own tale. We will keep your name private of course and if you send us a detailed overview of your financial situation we will respond to you directly in private and if your tale might be interesting to others we will share it with our fans and community.