Tri-Cities Financial Advisor and Investment Management
We serve clients throughout Washington including the Kennewick, Richland, Pasco and Mid-Columbia region.
What We Do
Who We Serve
Investing that Matches your Financial Goals
Sophisticated-to-traditional, we manage your accounts in-house providing value, risk management and growth potential necessary for financial success.
Three-Dimensional Investment Approach
Era constructs clients investment accounts using a model-based portfolio management process. All models are designed and managed in-house directly by the investment advisor. We take diversification and risk management to the next level using a three-dimensional investment approach adding length and depth to your portfolio. This investment process is active rather than passive.
Clients deserve good advice and financial advisors need to be held to a higher standard. Era Capital Management believes in the fiduciary standard, client’s best interest must come first and the fee-only advisory relationship provides this.