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Build and preserve your hard earned wealth.
Work with an investment firm that's committed to you.

Fee-Only Financial and Investment Solutions
Sophisticated – Data Driven – Active Investment Management
Retirement PlanningFiduciary DutyPortfolio Management
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Expert Advice on 401(k)s and IRAs.
401(k) Rollovers
Small business SEP and SIMPLE IRAs
Distribution and accumulation strategies
Pension buyout analysis

Retirement planning is not something to ignore.

Are you prepared for your retirement?
Schedule an Appointment

Let us make investing in your future exciting and effortless.
Work with an investment firm that's committed to you.

Fee-Only Financial and Investment Solutions
Sophisticated – Data Driven – Active Investment Management

Learn More

Expert Advice on 401(k)s and IRAs.
401(k) Rollovers
Small business SEP and SIMPLE IRAs
Distribution and accumulation strategies
Pension buyout analysis

Retirement planning is not something to ignore.

Are you prepared for your retirement?

Learn More

Era Capital Management Provides:
Investment solutions tailored to the needs of each investor
Zero commission trading and easy to understand fee schedule
Utilize low-cost index funds
Proprietary quantitative system generating clear, unbiased investment decisions

The best financial plan is only as good as the investment process offered.

Advice matched with our in-house investment management

Build and preserve your hard earned wealth.
Work with an investment firm that's committed to you.

Fee-Only Financial and Investment Solutions
Sophisticated – Data Driven – Active Investment Management
Retirement PlanningFiduciary DutyPortfolio Management

Financial and Investment Management for Every Stage of Life

Today’s markets will have little resemblance to tomorrow’s markets. With that in mind, it’s important to build unbiased, dynamic portfolios robust enough to adapt to changing times.  Era’s three-dimensional investment approach gives you an intensive in-house process that is results-driven for today’s uncertain world.

We server clients throughout Washington including the Kennewick, Richland, Pasco and Mid-Columbia region.

Our Investment Process
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Investing that Matches your Financial Goals

Sophisticated-to-traditional, we manage your accounts in-house providing value, risk management and growth potential necessary for financial success.

Three-Dimensional Investment Approach

Era constructs clients investment accounts using a model-based portfolio management process.  All models are designed and managed in-house directly by the investment advisor.  We take diversification and risk management to the next level using a three-dimensional investment approach adding length and depth to your portfolio.  This investment process is active rather than passive.

Each series (Opportunity, Controlled Advance and Prudent Investor) is engineered to address risks and opportunities differently using predefined buy and sell disciplines. 

Learn More About Our Portfolios

Era Capital 3D Box w- White Back

Honest – Secure – Private

Regulated

Era Capital Management LLC is a Registered Investment Adviser (RIA), Firm #168089, with the State of Washington. Visit Investment Adviser Public Disclosure

Trusted Custodian

All client accounts are opened at a our preferred custodian Folio Institutional, a third-party institutional custodian. All accounts are opened in the client’s name, and Era Capital Management acts as the discretionary investment manager.

Confidential

We hold client’s information in complete confidence. We maintain safeguards and procedures to ensure your information is kept safe and private.

High Standards

Era Capital Fiduciary Advisor

Fiduciary Duty

Client deserve good advice and financial advisors need to be held to a higher standard. Era Capital Management believes only in the fiduciary standard, client’s best interest must come first and the fee-only advisory relationship provides this.

About Us
Contact Us to Learn more

Get a free portfolio review

See what makes us different.
Request an Appointment
Or call us at 509-559-6229
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