At Solera, we have one focus, Risk Management. Our specific approach aims to protect your account against catastrophic loss and yet still grow your portfolio by utilizing a diversified strategy of risk allocation. Instead of relying on just dividing your account up by asset classes, we employ a multitude of methodologies and strategies to risk manage your account. We believe that Fractionally Blending is the strongest way to manage risk in today’s modern markets. With the goal of getting the major moves of the market mostly right, most of the time, we believe we can significantly decrease the likelihood of a catastrophic lose in the next bear market.
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More Business Info

Working to help you win more by losing less.

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Services/Products
  • Income & Asset Protection
  • Insurance
  • Financial Planning
  • Investment Management
  • Risk Management
  • Long Term Care
  • Life Insurance
  • Fractionally Blended Portfolios
  • Risk Management
  • ESOP
Payment method
check
Location
We are conveniently located in just east of Sacramento, CA in Roseville, CA just off Interstate 80 on Eureka Road. We are at the corner of Rocky Ridge Drive and Eureka Road next to Fat's Restaurant.
Neighborhood
Lead Hill
Categories
Financial Planners, Investment Management
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