Important Disclosure Information

Solera Asset Managers, LLC is a state-registered investment adviser located in Roseville, California. Solera Asset Managers, LLC and its representatives are in compliance with the current filing requirements imposed upon California-registered investment advisers and by those states in which Solera Asset Managers, LLC maintains clients. This website is only intended for clients and interested investors residing in states in which Solera Asset Managers, LLC and it’s representatives are qualified to provide investment advisory services. Please contact Solera Asset Managers, LLC at 916-672-9600 to find out if the investment adviser is qualified to provide investment advisory services in the state where you reside. For information pertaining to the registration status of Solera Asset Managers, LLC, please contact the Securities and Exchange Commission or the state securities law administrators for those states in which Solera Asset Managers, LLC maintains a notice filing. Solera Asset Managers, LLC current written disclosure statement discussing Solera Asset Managers’ business operations, services, and fees is available from Solera Asset Managers upon written request.

Solera Asset Managers, LLC does not attempt to furnish personalized investment advice or services through this website. This website is limited to the dissemination of general information pertaining to its diversified services. Accordingly, the publication of this website should not be construed by any consumer and/or prospective client as Solera Asset Managers’ solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment for compensation, over the Internet.

At certain places on our website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Solera Asset Managers, LLC. Solera Asset Managers, LLC does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Solera Asset Managers, LLC does not necessarily endorse or recommend any commercial product or service described at these websites. Solera Asset Managers, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Solera Asset Managers, LLC) or product made reference to directly or indirectly by Solera Asset Managers in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Certain portions of this web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Solera Asset Managers’ (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Solera Asset Managers, LLC, or from any other investment, tax, or financial professional. No portion of the web site content should be interpreted as legal or accounting advice. Solera Asset Managers, LLC recommends clients and prospective clients consult their tax professionals before enacting strategy or recommendation perceived to have been made in this website. Solera Asset Managers, LLC does not provide tax advice.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Solera Asset Managers’ web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Solera Asset Managers, or from any other investment, tax, or financial professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Solera Asset Managers’ web site, to release and hold harmless Solera Asset Managers, LLC, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Solera Asset Managers, LLC.

Copyright Information

All web pages are intellectual property of Solera Asset Managers, LLC and are protected by copyright laws. All copyrights for Solera Asset Managers, LLC web presence are owned by Solera Asset Managers, LLC with all rights reserved. Any individual is allowed to view, print, and link to these pages provided they observe the following:

  • The documents can only be used for non-commercial purposes.
  • Our documents may not be associated with anything which is illegal, unethical or immoral.
  • Our documents may only be used for informational purposes.