You & Your Money
Develop Your Relationship
Gain insight on your relationship with money and begin pursuing new levels of financial success with our Financial Tales.
Once you read our College Planning Tale, you will have a very different perspective on how to save for college.
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.