How Do I Get Started?

You & Your Money

Develop Your Relationship

Financial-TalesGain insight on your relationship with money and begin pursuing new levels of financial success with our Financial Tales.

Buy the Book

I’m looking to get started on my financial education journey.

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.

Why Sera Capital?

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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    Upcoming Events

    february 2019

    1feb8:30 am- 9:30 amCoffee with the SerasJoin us at 8:30 am on the first Friday of each month

    march 2019

    1mar8:30 am- 9:30 amCoffee with the SerasJoin us at 8:30 am on the first Friday of each month

    Share Your Tale

    Are you ready to share your Financial Tale?

    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.