Solera Asset Managers, LLC Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

Solera Asset Managers provide clients with an alternate to traditional portfolio management. As a full service financial advisory firm, we provide a fresh perspective to asset management. This approach may help clients protect against catastrophic loss and yet still grow their portfolio by utilizing a diversified* strategy of risk allocation. Solera employs a multitude of strategies, products, and services to help achieve each client objective. At Solera, we recognize that each client is unique. The individuals we serve understand the benefits of a thoughtfully conceived, carefully managed portfolio based on their specific needs. We often include untraditional assets and we use traditional assets in uncommon ways to grow portfolios and minimize losses. Combining expertise, resource, and personalized service we provide a productive relationship that seeks to create a high value for clients. *Diversification does not protect against loss, nor ensures profitability. Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Solera Asset Managers and IFG are unaffiliated entities. Insurance Licensed in CA Lic. #0C89068. Securities licensed in: CA, OR, and WY. The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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