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 disciple
  • Attempt to avoid loss
  • Individualized approach
  • Continual monitoring

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


Risk Managed Portfolios

We have three “fractionally blended” portfolios that are advised and managed by our founder Daryl Seaton. These portfolios attempt to “protect” assets from catastrophic loss and volatile markets while attempting to grow your portfolio. Our unique “fractionally blended” portfolios include:

Rootstock White for accounts under $50,000

Available in Preservation, Conservative, Balanced, Growth, and Aggressive depending on your Risk Score.

Rootstock Red for accounts between $50,000 and $300,000

Available in Preservation, Conservative, Balanced, Growth, and Aggressive depending on your Risk Score.

Rootstock Reserve for accounts over $300,000

Available in Preservation, Conservative, Balanced, Growth, and Aggressive depending on your Risk Score.


Third Party Strategies

We do not try to be the “Jack of All Trades, and the Master of None”. From time to time, as a part of a diversified strategy or because of a specific need/request of a client we will out-source investment management. We continue to monitor that manager and report to you on their strategy and performance. The managers we use are seasoned professionals with great track records and generally share our overall investment philosophy, grow assets and attempt to protect against an investment loss. We will also recommend a specific manager for their specific expertise in a sector of the investment universe, use of a specific asset, and because of their outstanding performance.

Links to a few of our partners are listed below:



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