Investment Management

Pottery spinning

Solera Asset Managers offer portfolio solutions to help you achieve your most important life goals. Your portfolio receives attention from our experienced team. We believe investment decisions should carefully weigh your opportunity for growth and income against the possibility of risk or loss. We allocate your portfolio to help meet your needs for liquidity, stability, income and growth.

Diversification is a critical step in reducing risk to provide long-term growth and income. Solera reaches beyond the traditional levels of diversification through the use of alternative investments and the use of common investments but managed in an uncommon way. Our diversification strategy leads us to constantly scan the market for opportunities in both public and private sectors. As part of a well rounded portfolio, we may utilize the following types of investments:

  • Cash and other investments
  • Tax-Exempt Bonds
  • Taxable Bonds
  • Treasury Bills
  • Treasury Notes
  • Alternative Assets
  • Equities
  • Exchange Traded Funds
  • Commodities
  • Options contracts
  • Real Assets
  • Real Estate
  • Private Equity

Any asset we manage would be executed with the following being observed at all times:

  • Diversified asset allocation
  • Investment discipline
  • Attempt to avoid loss
  • Individualized approach
  • Continual monitoring

It is always important to remember that diversification cannot guarantee a profit or protect against a loss.

Contact us for a complementary meeting.
We can connect, discuss your planning needs, and get to know each other a bit.