You are a client of Sera Capital and participate in one or more of our several portfolios.
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 Tale” and “A Tale of Incentive.”
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.
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.
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.
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.
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.