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.
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.