About
Era Capital Management
About Era Capital Management
Era Capital Management is an independent, client-first Registered Investment Adviser (RIA) dedicated to providing highly professional, unbiased financial guidance. Every client relationship is deeply personalized, strictly confidential, and tailored to your unique goals and circumstances.
We deliberately operate as a fee-only firm to minimize conflicts of interest—ensuring our advice, recommendations, and investment choices are always aligned solely with your best interests. This fiduciary commitment means your priorities come first, every time.
At the core of our service is Era’s three-dimensional investment approach: an active, in-house process designed to pursue strong results while rigorously protecting and preserving the wealth you've worked so hard to build.
Unique Investment Approach
We go beyond conventional investing with our three-dimensional framework—a custom, in-house process developed to deliver true enhanced diversification, smarter risk management, and lasting resilience in any market environment. Unlike traditional portfolios that rely primarily on asset allocation across stocks, bonds, and cash, our approach adds meaningful depth and adaptability.
Retirement Planning
Planning for a secure, durable retirement isn't just about saving—it's about creating a clear, tax-smart roadmap that aligns with your unique vision and timeline. We help answer the key questions:
How much will you truly need to retire comfortably?
Will your savings last throughout retirement?
Do you have a coordinated strategy to get there?
Wealth Creation and Preservation
True wealth isn't just built—it's carefully grown and fiercely protected. It starts with your hard work, smart saving, and consistent contributions over time, then relies on disciplined, long-term strategies to compound gains while shielding against unnecessary risks.
As your fee-only fiduciary, our sole incentive is helping you accumulate meaningfully while safeguarding your legacy for yourself, your family, and future generations.
Meet the Advisor
Near endless amounts of information play a role in how stocks, bonds and other financial assets perform. Economic data, political headlines, corporate earnings, even weather reports, can have an impact on the market. This barrage of noise creates confusion and drives many people to make impulsive investing decisions resulting in disappointing outcomes.
With more than a decade of experience in this industry, I realized that there must be a more objective way to take the emotion and the guessing out of investing. Creating a strategy for dealing with market turbulence is what led me to found Era Capital Management. Rather than reacting to the daily ebb and flow of the stock market, I developed a three-dimensional approach that is robust, unemotional and systematic when managing your assets.
I also wanted to ensure that you received value and flexibility. Era Capital Management is a technology based firm partnered with Goldman Sachs Custody Solutions, to provide low-cost and high quality client support. I’m committed to integrity, emphasize transparency, explain my investment strategies, and are always available to discuss your questions.
I am passionate about investing. That may seem obvious—after all; I founded an investment management firm. Portfolio management is more than a job, a hobby, a pastime and a livelihood it is my purpose and passion. It is my way to serve you, grow your wealth and help further your pursuits and passions.
