Era Capital Management LLC

  • Our Portfolios

    A Three-Dimensional Approach

Dynamic and Risk-Managed Portfolios

Personal investing is all about building a portfolio of different buy/sell mechanisms to either take advantage of opportunities or protect against risks. If the goal of diversification is to smooth out returns, it’s my belief that simple portfolio allocation falls short. The value added from using a multiple-strategy, three-dimensional framework is what clients expect, but too few get offered that.

Opportunity Series
(Contrarian Method)

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."

Contact us for a report.

Controlled Advanced Series
(Trend Based Method) 

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.

Contact us for a report.

Prudent Investor Series
​(Buy and Hold Method)

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

Contact us for a report.
Opportunity Series

Models included in this series: 

Strategic Growth Opportunities (SGO)

The Opportunity Series embodies contrarian investing at its core: deliberately exploiting the inefficiencies created by crowd psychology and emotional overreactions. Markets periodically over-punish quality companies during periods of fear—creating "tail events" where strong fundamentals are temporarily disconnected from price.

Our approach is patient and disciplined: we wait for these dislocations to buy undervalued, high-quality businesses with favorable risk/reward profiles, while maintaining reserves when speculation drives others to chase. Never reactive or trend-following, this fundamentally anchored process pursues capital growth by turning market fear into opportunity—delivering resilience and performance in a world often driven by emotion rather than reason.

Principal Investment and Risk Management Strategy

The Strategic Growth Opportunities (SGO) Model is an actively managed individual-stock portfolio in Era’s Opportunity Series, with a primary objective of capital growth. It invests exclusively in large- and mid-cap companies that demonstrate strong fundamentals but become oversold according to our in-house, custom-designed technical indicators grounded in advance analysis.

Strategy Highlights

Strategic – Data and statistics driven model using sophisticated formulas.

Growth – Seek out companies that have quality fundamentals.

Opportunities – Patiently wait for price anomalies and take advantage of value.

Principal Risks

As with any model that invests in stocks or bonds, the value of your investments will fluctuate over time and you may gain or lose money. (See attached firm brochure, Form ADV, for more risk disclosures) 


Past performance is no guarantee of future results and no strategy can assure success.
Interested in learning more?
Contact Us
Controlled Advance Series

Models included in this series: 

CA Equity Index Model (EINX)
CA Equity Income Model (EINC)
CA Fixed Income Model (FIM)
CA HY Core Fixed Income Model (HYC)

Principal Investment and Risk Management Strategy

The Controlled Advance Series adjusts risk through changing market environments by using a custom-built, multi-variable, differential calculus methodology. The Controlled Advancement system is a multi-duration, dynamic, active allocation strategy that adjusts risk independently for each position in the portfolio. Each portfolio position is evaluated daily and reallocated based on a three-point risk scale. This proactive system seeks suitable risk based on proprietary mathematical formulas applied to a given investment environment, seeking to participate in bull markets while avoiding the bear markets. 

Strategy Highlights

Process over opinion  – 

Diversification – 

Risk aware – 


The Controlled Advance models are risk-managed strategies. Therefore, at various times we will hold individual positions as cash. Also, we might use short-term fixed income holdings in place of cash or money market instruments.

Principal Risks

As with any model that invests in stocks or bonds, the value of your investments will fluctuate over time and you may gain or lose money. (See attached firm brochure, Form ADV, for more risk disclosures) 


Past performance is no guarantee of future results and no strategy can assure success.
Interested in learning more?
Contact Us
Prudent Investor Series

Models included in this series: 

Prudent Global Equity Model (PGE)
Prudent Diversified Fixed Income Model (PDFI)

Principal Investment and Risk Management Strategy

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 rebalancing over time. 

Strategy Highlights

Dollar Cost Averaging  – 

Diversification – 

Tax Efficient  – 

Principal Risks

As with any model that invests in stocks or bonds, the value of your investments will fluctuate over time and you may gain or lose money. (See attached firm brochure, Form ADV, for more risk disclosures) 


Past performance is no guarantee of future results and no strategy can assure success.
Interested in learning more?
Contact Us

Copyright © 2026 All Rights Reserved | Era Capital Management LLC | A Registered Investment Advisor (RIA) CRD# 168089


Call 509-559-6229

Era Capital Management LLC is a registered investment advisor in the State of Washington and located in Kennewick, WA. Era Capital Management LLC provides fee-only portfolio management. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Era Capital Management LLC disclosure statement Form ADV Part, 2(A)(B) is provided to clients of the firm. Others may obtain Form ADV, Part 2(A)(B) upon written request.

The information contained in this web site is for general information purposes only and is intended only for those persons residing in the United States of America. The web site does not constitute an offer to sell investment advisory services, and is not intended as advice.


Era Capital Management LLC is an independent investment advisor. Era Capital Management does not receive compensation from any source for directing the purchase or sale of any security or product. Our only sources of compensation are fees paid by clients.

Before investing please consult your tax professional or attorney to determine which accounts, strategies or methods are appropriate for you.


Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money. No strategy can assure success and is not guaranteed