Private Clients

What Is Our Private Client Solution?

Our Private Client Solution is for high net worth individuals with assets exceeding $3 million or an income over $500,000. We have two ways to utilize this solution. The first is to become an investment advisory client of Sera Capital directly and the second is to hire us as your advisory consultant.

Investment Advisory Relationship

An investment advisory relationship with Sera Capital, a Registered Investment Advisor, would be a traditional fiduciary wealth management solution where we get to know your goals and concerns and design an asset allocation that suits your situation. Our intention as well as yours should be one where we would be your advisor for life. Our Private Client solution is a high touch, fee-only solution where we are available to discuss your aspirations and concerns as your schedule dictates. Your portfolio is a custom portfolio, designed to meet your needs and managed using our techniques with the goal of maximizing the rate of return possible for the risk you are willing to take.

Advisory Consultant Relationship

An advisory consultant relationship with Sera Capital would start with us either evaluating your current advisor or helping you find an advisor in a location near you. We strongly believe the advisory relationship must be a local relationship. And though would love to deal directly with everyone that likes what we have to offer, we simply don’t think it is in your best interest. Your advisor must know you or they are short-changing you.

However, we can help you find an advisor that we would hire for our friends and family. Furthermore, we can monitor what they do to make sure they are doing what they should.

Are We the Right Fit for You?

If so, get in contact with us directly at (301) 464-8333 or email us at We’d be happy to help you get started today.

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.