About2019-03-25T10:39:55-07:00

About Us

About Us

Fee-Only – Data Driven – Active Investment Management

You can have the best financial plan in the world but your plan is only as good as the investment process offered. Our proprietary three-dimensional portfolio management system is designed and managed in-house offering both various forms of risk management and growth opportunities.

We focus on outcomes, not commissions.

Era Capital Management is an independent, client focused Registered Investment Advisory (RIA) firm that is committed to delivering highly professional, unbiased financial advice to an exclusive group of investors. The client experience is personalized, strictly confidential and expressly designed to meet your specific goals and needs. Era’s committed to avoiding conflicts of interest and is why the firm have explicitly chosen what our industry refers to as a fee-only business model. This fiduciary model means advice, recommendations, and any chosen investment instruments are unconditionally aligned with your best interests. Era’s three-dimensional investment approach is an intensive in-house process that is results driven, while also preserving your hard earned wealth.

Proudly Fee-Only

Why Fee-Only?

Investment Management Process

Three-Dimensional Investment Approach

three-dimensional investment approach

Era constructs your investment account with a model-based, multi-series portfolio management process. Portfolio models are design and manage in-house. These proprietary methods take diversification and risk management to the next level by using a three-dimensional investment approach that adds length and depth to your portfolio. This is an active management process that adapts to a dynamic world.

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Era constructs your investment account with a model-based, multi-series portfolio management process. Portfolio models are design and manage in-house. These proprietary methods take diversification and risk management to the next level by using a three-dimensional investment approach that adds length and depth to your portfolio. This is an active management process that adapts to a dynamic world.

Portfolio Management
three-dimensional investment approach

Stool

Is Your Net Worth Balanced?

Do you have all your retirement savings in a Traditional 401(k)? 401(k)s are great but having a lopsided net worth in just pre-tax dollars could be costly putting you in a higher tax bracket in retirement.

Retirement planning can be complicated but optimizing your situation each year is where we help. We help clients determine the pros and cons among Traditional IRAs, Roth IRAs and non-retirement investment accounts to get the most out of each leg of the stool.

Retirement Planning

The Experience

1. Understand Your Financial Goals and Needs

The client experience begins by getting to know your financial goals and needs, through a series of conversations with the portfolio manager. This interaction is held in strict confidence so that your privacy is maintained.

2. Agree to an Investment Plan

A formal investment plan that is agreed-upon by you and Era Capital Management is our commitment in writing to your specific financial objectives. This investment policy statement becomes our guide in forming investment decisions on your behalf.

3. Safeguard Your Wealth

The safety of your funds is critical for your peace of mind. Your account is held with a qualified third party custodian for safe keeping. Our preferred custodian, Folio Institutional is a reputable FINRA/SEC registered broker dealer providing back office management, custodial, trade execution and reporting services. Your funds are your funds, Era Capital Management only advises and makes changes to your investments according to your investment plan.

4. Communicate Regularly

Clients receive regular communications including monthly statements from a custodian disclosing holdings, performance and fees. In addition, every client has access to their very own FI Analytics Performance Dashboard providing up-to-date holdings and performance metrics of managed accounts.

5. Answer All Your Questions

Each client receives direct access to the portfolio manager to answer any question related to your investments.

Meet the Advisor

Jacob D

Jacob Deschenes

Investment Advisor and Portfolio Manager

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Near endless amounts of information play a role in how stocks, bonds and other financial assets perform. Economic data, political headlines, corporate earnings, even weather reports, can have an impact on the market. This barrage of noise creates confusion and drives many people to make impulsive investing decisions resulting in disappointing outcomes.

After almost a decade of experience in this industry, I realized that there must be a more objective way to take the emotion and the guessing out of investing. Creating a strategy for dealing with market turbulence is what led me to found Era Capital Management. Rather than reacting to the daily ebb and flow of the stock market, I developed a three-dimensional approach that is robust, unemotional and systematic when managing your assets.

I also wanted to ensure that you received value and flexibility. Era Capital Management is a technology based firm partnered with Folio Institutional®, to provide low-cost and high quality client support. I’m committed to integrity, emphasize transparency, explain my investment strategies, and are always available to discuss your questions.

I am passionate about investing. That may seem obvious—after all; I founded an investment management firm. Portfolio management is more than a job, a hobby, a pastime and a livelihood it is my purpose and passion. It is my way to serve you, grow your wealth and help further your pursuits and passions.

Get a free portfolio review

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