Products and Services to Help You on Your Journey
Investments:
Quantitative institutional class tactical portfolios provided by Sera Capital Management, LLC
- Our Bonds and Volatility Portfolios
- Tactical Fixed Income Trading
- Dual Momentum Tactical Equity Portfolios
Financial Planning: (see additonal informaton below)
- Retirement Planning
- Estate Planning and Trust Services
- College Planning
Insurance:
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
- Group and Individual Health Insurance
We offer a no fee dynamic financial planning process (see the Financial Planning section) along with our partners at Sera Capital Management, LLC
Financial Services