Client Services

Professional Investment Management

Custom designed investment solutions managed in-house, elevating diversification and long-term confidence.

Era constructs your investment account with a model-based, multi-series portfolio management process.  These heavily researched proprietary methods take diversification and risk management to the next level by using a three-dimensional investment approach. This is an active management process that adepts to a dynamic world.

Three-Dimensional Management Approach

Era Capital Management Provides:

  • Zero commission trading and easy to understand fee schedule
  • A highly sophisticated form of risk management
  • Multiple investment models inside a single investment account
  • Complete transparency and daily liquidity
  • Proprietary quantitative system generating clear, unbiased investment decisions
  • Investment solutions tailored to the needs of each investor
  • An active framework to review, evaluate, and manage risk every day
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Era’s custom, dynamic, and risk-managed portfolios add length and depth to your diversification with our three-dimensional investment approach.

Opportunity Series

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 Controlled Advance Series

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 Prudent Investor Series

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Expert Advice on 401(k)s and IRAs.

We’ll help you maneuver the rules and regulations that govern Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Defined Contribution plans including  401(k)s, and 403(b)s.

Retirement Planning

How much money will you need to retire comfortably? Do you have a plan? Will your money last throughout your retirement? Era Capital Management can help you project the amount you may need to save towards your goal and plot your next steps.

IRAs and other retirement accounts offer significant tax benefits when properly applied and executed. We want every client to realize the full advantages retirement accounts offer.

Please consult your tax professional to determine which accounts, strategies or methods are appropriate for you.

 Transparency through Powerful Client Analytics

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Era’s Performance Dashboard gives you the insight on everything you own and updated daily.

FI Analytics revolutionize the client experience delivering enhanced client communications, portfolio transparency, and effective graphical analytics that is easy to use.

Performance Dashboard FI Analytics

Era’s Performance Dashboard is not an official statement. Please visit FolioClient.com for official account statements and tax documents.