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.
Most financial information focuses on the “how to.” Our approach is to first develop a “why” so that the “how to” has meaning. Our book, Financial Tales, with 61 tales will teach you the “why” of investing. You will have a framework to develop your own style of investing or learn how to work intelligently with an advisor.
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.
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