STATERA

Statera seeks not only to be a model provider to advisor investment practices. We also remain focused on providing additional tools advisors might utilize to convey our investment process and address market conditions as they evolve. Statera offers a range of client-approved materials via our monthly commentaries and podcasts that seek to educate advisors and their clients in a direct effort to support the decision to entrust client monies to our models. Our goal is not to pontificate on where the market's heading. Rather, we focus our work on helping clients understand where the market's been so that they might be mentally prepared for where we might be heading... All that in mind, we want advisors to look to Statera to provide the confidence that they're in control of their client's financial well-being, having gained a trusted partner helping to ensure clients remain on the road advisors have helped them map toward to their long-term financial goals... We've learned a great deal..

Primary location: Irvine United States