Working to help you win more by losing less.

General Info

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.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	8:30 am - 5:00 pm

Contact Info

Phone:

Main - 916-672-9600

Address:

1504 Eureka Road, Suite 390 Roseville, CA 95661

Email:

Contact Us

Link:

https://www.soleraam.com

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Categories

Financial Planners, Investment Management

Services / Products

Income & Asset Protection, Insurance, Financial Planning, Investment Management, Risk Management, Long Term Care, Life Insurance, Fractionally Blended Portfolios, Risk Management, ESOP

Payment Options

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