Providing Services to Fit Your Needs

Products and Services

Products and Services to Help You on Your Journey


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


  • 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
Financial Services