Professional Investment Management

Three-Dimensional Approach

Custom, in-house managed portfolios that go beyond standard diversification—adding real depth and adaptability to build resilience and give you greater peace of mind over the long term.

Era Capital Management builds your investment accounts through a disciplined, model-based portfolio management process—all models designed and actively managed in-house by your advisor.

We elevate traditional diversification and risk management with our three-dimensional investment approach, adding meaningful length and depth to your portfolio for greater resilience and opportunity capture. This active, adaptive process is built to thrive in a constantly changing market environment—guided by logic, data, and systematic discipline rather than emotional reactions.

Each of our three specialized series—Opportunity, Controlled Advance, and Prudent Investor—is carefully crafted to handle risks and pursue opportunities in distinct ways, using clear disciplines tailored to different investor profiles and market conditions.

Dynamic and Risk-Managed Portfolios

Opportunity Series

The Opportunity Series pursues capital growth by capitalizing on market inefficiencies through a disciplined contrarian approach. Contrarian investing exploits crowd psychology—where fear and greed often drive temporary mispricings—allowing us to identify quality companies that become undervalued during periods of excessive pessimism or "tail events."

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Controlled Advance Series

The Controlled Advance Series adjust risk through changing market environments using a custom built multi-variable differential calculus methodology. This active investment system seeks suitable risk to a given investment environment to participate in bull markets while avoiding the bear markets.

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Prudent Investor Series

The Prudent Investor Series is your more traditional investment approach. This series of passive portfolio strategies is designed to be held for long durations. No active buy-sell discipline is utilized in this series other than advantageous re-balancing over time.

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