Investment Management

Sera Capital offers four distinct investment management services.

Robo-Advisory Solution

You are a client of Sera Capital and participate in one or more of our several portfolios.

Personalized Research

This service is one wherein we help you find a Registered Investment Advisor or assist you when deciding between different advisors. It is our belief that once you reach a certain net worth, your advisor must know you and be available. Often, proximity is important and since finding the right advisor is difficult, we encourage you to read “A Monkey TaleandA Tale of Incentive.”

Private Clients

A personalized solution where you are a client of Sera Capital and speak directly with us. This is the traditional client-advisor relationship. We know you and you know us. If you have a question or concern, we solve it together.

Partner Referrals

This is where we provide you with links to investment management services that may be more appropriate for you than joining our Robo-Advisory Solution – this is at no charge, we recommend industry leaders that we respect, admire and expect will have longevity.

Accredited Investors

Sera Capital offers private clients customized solutions based on their circumstances. If you are an individual or couple with a combined net worth in excess of $3 million dollars or if you had an individual or joint income in excess of $500,000 in the previous two years, you may be eligible for this service.

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Non-Accredited Investors

Sera Capital provides a Robo-Advisory Solution for individuals and families with an initial investment of at least $5,000. This is a way to get started on the road to financial freedom.

You can do this by investing in one or more of our portfolios.

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Investment Advice

Sera Capital offers specific investment advice to our Private Clients. Financial education and general knowledge is available through our financial education center, our Financial Tales blog, our slideshows and our book Financial Tales. We also encourage you to read An Unexpected Tale, A Basic Tale and A Tale of Accountability to understand why financial education is important for all, regardless of your net-worth.

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For help, call (855) 964 – 5208
Or, call Sera Capital directly at (301) 464 – 8333

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.