29 years in business
(Eastern Time Zone)
8:00 a.m. to 7:00 p.m.
Immediate response.Apr 29, 2018Verified
Sera Capital has been a pleasure to work with. All emails are answered promptly, and their team is always available to answer any questions. They have gone above and beyond to determine an appropriate risk level for my portfolio and explain their reasoning in an understandable way.Aug 22, 2017
Carlos and Carl Sera did a complete review of my portfolio and put together a better option for my retirement goals. They did so quickly, walked me through all the steps of the transition, and explained their recommendations very clearly so I understood why the change made sense.Aug 22, 2017
Working with Carlos is very different from the cookie cutter Edward Jones/HSBC/big broker advisory experience. My family and I are very lucky to have been able to work with him. It gives me great peace of mind to have a manager of his caliber and also know that my children will be able to work with his son after I'm gone.Aug 22, 2017
I highly recommend the services of Sera Capital. They are extremely professional and are tremendous at what they do. Carl is extremely passionate and is always available to answer any questions relating to his investment philosophy or the current market conditions. Above all, Carl has demonstrated and proven to be of the highest character, which is a very important trait for my investment adviser.Aug 22, 2017
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- What should the customer know about your pricing (e.g., discounts, fees)?We charge on an Assets Under Management basis. We won't try to sell you commission-based products
- What is your typical process for working with a new customer?Our typical process is to meet with a client and their spouse or partner, and go over their financials and describe how we work together to accomplish their goals.
- What education and/or training do you have that relates to your work?Carlos and Carl Sera are Investment Advisory Representatives of Sera Capital, A Registered Investment Advisory Firm. Carl Sera has his Chartered Market Technician's designation.