We allocate your portfolio to help meet your needs for liquidity, stability, income and growth.
Unique investment management for what matters most to you.
Unique only to Solera and accountable directly to you.
Honest, Hard Working, and Straight Forward.
At Solera, we recognize that each client is unique. The individuals we serve understand the benefits of a thoughtfully conceived, carefully managed portfolio based on their specific needs. We often include untraditional assets and we use traditional assets in uncommon ways to help grow portfolios and potentially minimize losses. Combining expertise, resource, and personalized service we provide a productive relationship that seeks to create a high value for clients.
SOLERA “WEALTH QUOTE”
We are confident we do not know what the market is going to do but we are equally confident that we know where to put your money to prepare you for uncertain times.
Put not your trust in money, but put your money in trust.
Successful investing professionals are disciplined and consistent and they think a great deal about what they do and how they do it.
Investing money is the process of committing resources in a strategic way to accomplish a specific objective.
Risk comes from not knowing what you are doing.
An investment in knowledge pays the best interest.
Know what you own, and know why you own it.
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