Solutions

We promote financial literacy because we are convinced that until you reach a critical net worth, you should manage your own investments.

Read A Monkey Tale to find out why.

BOOKS

View the world through the eyes of an investment advisor. Gain insights into your relationship with money and wealth.

MEETUP

Sera Capital hosts an in-person monthly Q&A for up to 5 attendees. View all of our upcoming events.

PERSONALIZED RESEARCH

Have you reached a level of financial success where it is time to consider assistance with your investment management?

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.