Tri-Cities Investment Management
We serve clients throughout Washington including the Kennewick, Richland, Pasco and Mid-Columbia region.
What We Do
Who We Serve
Who says you have to be rich to work with a financial advisor? We advise clients of all sizes managing the complexities that accompany building wealth.
We help small business owners understand their retirement savings options. Options such as SIMPLE and SEP IRA plans are easy and cost effective ways for owners and employees to save for retirement.
From simple living trusts or special needs trusts and everything in-between we can help trustees fulfill the fiduciary responsibility to the trust beneficiaries.
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.
ESG/SRI is actually unsustainable
Environmental, social, and corporate governance or socially responsible investing in our view present more risk to our client. This idea is full of major flaws and contradicting metrics that can't stand the test of time.
High Standards
Fiduciary Duty
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.
