At Solera, we recognize that each client is unique. The individuals we serve understand the benefits of a thoughtfully conceived, carefully managed portfolio based on their specific needs. We often include untraditional assets and we use traditional assets in uncommon ways to help grow portfolios and potentially minimize losses.
Combining expertise, resource, and personalized service we provide a productive relationship that seeks to create a high value for clients. We are confident we do not know what the market is going to do but we are equally confident that we know where to put your money to prepare you for uncertain times.
Combining expertise, resource, and personalized service we provide a productive relationship that seeks to create a high value for clients. We are confident we do not know what the market is going to do but we are equally confident that we know where to put your money to prepare you for uncertain times.
Services
Daryl is the Managing Director and founder of the firm. Risk management is mission critical to Daryl! Given the markets over the last two decades, Daryl realized the need for meaningful risk management that was not a rehash of the same old style seen from Wall Street prior. His mantra is "We win more by losing less."
We are passionate about delivering financial counsel to help individuals protect their assets, provide for their needs, and realize dreams. We strive everyday to be guided by the following seven values in serving our clients. Supplying aid, information, and service for your financial needs and resource for your dreams.
Our approach is a big factor in our success, which translates into success for our clients. There are 6 components which make up our approach: Transparency, Keeping You Informed, Investment Philosophy, Expenses & Taxes, Risk Management, and Discipline. We practice advanced disclosure. Among many things, we disclose any and all conflicts at the onset of the relationship and we act in your best interest at all times.
At Solera, we always encourage comments and questions concerning a relationship with us. Here are a few frequently asked questions and answers that may help explain who we are and what we do. If you do not find what you are looking for, please contact us. Solera is an investment management firm based in Roseville, CA.
Medicare can be a complicated program. It is to your benefit to understand how the plans work and how you can maximize your benefits. Wisely managing your Medicare benefits starts with understanding the facts. You will learn how to choose the most appropriate Medicare plan for YOUR situation!. Advisory services offered through Solera Asset Managers, a state Registered Investment Advisory firm.
Reviews (6)
Nalesh Chandra
Oct 08, 2020
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Slava is an amazing financial specialist who takes time to listen and assist! He has a wealth of knowledge and hands on experience. He is all about relationship building and making his clients his number one priority. He answered all of my questions and I could not be more pleased. I highly recommend him. He is the best in his line of business.
Daily Dose
Feb 06, 2020
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I had the pleasure of meeting Slava about 2 years ago in a networking group. After getting to know Slava, I highly recommend Him for Life Insurance, Disability, & Health Insurance. He has integrity, he does what he says he is going to do, his follow through and follow up is impressive, he is fair, he understands his clients needs, really takes the time to get to know his clients. One of the best things about Slava is his passion for his work. He really cares and it shows through his professionalism and work ethic. Again, I would HIGHLY recommend doing business with Slava, he is one of the best
Andrea Cachua Fruchier
Feb 02, 2020
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Mike Martinelli
Nov 01, 2019
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Thanks, Slava for a positive experience and great meeting yesterday. I sincerely appreciate your approach getting to know me and finding out what's important to me. I could sense you truly put the needs of others first. Great feeling knowing you value helping people develop a plan aligned with their needs and goals.
Joshua Bray
Sep 15, 2019
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Casey Fairchild
Jul 10, 2019
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