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Unique investment management for what matters most to you.

That's Solera.

exclusive-strategies

Exclusive Strategies

Unique only to Solera and accountable directly to you.

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Simplicity, clarity, and confidence
to navigate complex and volatile markets.
That's Solera.
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Honest, Hard Working, and Straight Forward.

That's Solera.

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We Care.

About You.
About your money.
About your future.

Solera’s Risk Managed Approach

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.

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Investment Management

We allocate your portfolio to help meet your needs for liquidity, stability, income and growth.

Exclusive Strategies

The unique strategies managed by our founder to serve the unique needs of our clients.

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Allows Solera to develop an investment portfolio customized for you and your financial goals.

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.

    Daryl T. Seaton

  • Put not your trust in money, but put your money in trust.

    Oliver Wendell Holmes

  • Successful investing professionals are disciplined and consistent and they think a great deal about what they do and how they do it.

    Benjamin Graham

  • Investing money is the process of committing resources in a strategic way to accomplish a specific objective.

    Alan Gotthardt, The Eternity Portfolio

  • Risk comes from not knowing what you are doing.

    Warren Buffet

  • An investment in knowledge pays the best interest.

    Benjamin Franklin

  • Know what you own, and know why you own it.

    Peter Lynch

SOLERA RESOURCES

How to Retire by Age 50
retire at 50

How to Retire by Age 50

If you’re someone who wants to retire young, you’ll need to save and spend very thoughtfully. Here are the steps to retire at 50. After turning 50, you could well...

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0 / Solera / Jun 20, 2019
Finance and business concept. Investment graph and rows growth and of coins on table
muni bond

A Quick Guide to Muni Bonds

Should you invest in muni bonds? Here’s a guide to help you make a good investment decision. If you’re like many Americans who have a decent amount in savings, you may...

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0 / Solera / May 24, 2019