Solera Asset Managers, LLC Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

Solera Asset Managers, LLC operates as a full-service financial advisory firm in the financial services industry, offering an alternative to traditional portfolio management. Its approach centers on diversified risk allocation, incorporating nontraditional assets and using traditional assets in unconventional ways to pursue growth while aiming to limit losses for clients. The firm emphasizes personalized service and recognizes that each client has unique objectives, seeking to tailor portfolios to individual needs through a range of strategies, products, and services. Based in Roseville, California, the company positions itself as a provider of comprehensive asset management and advisory services, with securities and insurance licensing noted and a relationship with Independent Financial Group, LLC for brokerage and investment advisory functions. A notable development in the firm’s recent activity is its partnership with Sowell Management as a turnkey asset management provider and platform for outsourced services such as compliance and technology. }

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