Solera Asset Managers

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Solera Asset Managers Growing and protecting your investments for a lifetime and beyond. At Solera, we have one focus, Risk Management.

Our specific approach attempts to reduce the possibility of your account experiencing a catastrophic loss and yet still growing 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. Advisory Services are offered through Sowell Management, a Registered Investment Advisor. The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment. Information shared from third-party sources is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any investment or recommendation. While Sowell Management believes information derived from third-party sources to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy or reliability. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information at the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and certainties. Actual results, performance or events may differ materially from those expressed or implied in such statements.

Medicare Open Enrollment is right around the corner, and navigating plan options can feel overwhelming. Choosing the rig...
10/13/2026

Medicare Open Enrollment is right around the corner, and navigating plan options can feel overwhelming. Choosing the right coverage now can help save you money and protect your healthcare needs in the year ahead. Don't leave your coverage to chance!

Head over to our website to read the full blog and get key insights before enrollment begins.

10/12/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money managemen...
10/08/2026

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money management, budgeting, and making choices that align with priorities.

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/3TGsm7rWant to talk it through? Let’s conn...
10/08/2026

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/3TGsm7r

Want to talk it through? Let’s connect.

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense o...
10/07/2026

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense of key drivers behind recent trends and their potential implications for investors. Register now: https://bit.ly/3VnQxbk

10/05/2026

Last week, stocks were mixed as technology gains offset broader weakness tied to rising interest rates. Treasury yields remained volatile, while softer labor and consumer confidence data reinforced expectations of slowing growth. For more key learnings, give our weekly market perspective a read.

October is Financial Planning Month—the perfect reminder that your money should be working as hard as you do. Whether yo...
10/05/2026

October is Financial Planning Month—the perfect reminder that your money should be working as hard as you do. Whether you're saving for retirement, balancing investments, or building a safety net, a well-structured plan gives you clarity and confidence for the future. Take control of your financial journey today!

Head over to our website to read the full blog and start building your roadmap.

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-ter...
10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

09/29/2026

U.S. markets moved higher last week as an AI-driven technology rally and lower oil prices outweighed a midweek bond selloff. The S&P 500 gained 1.2%, while rising Treasury yields reflected strong economic data and expectations for additional Fed rate hikes. Dive into this week’s market perspective for more analysis and key takeaways.

Address

8483 Douglas Plaza Drive
Granite Bay, CA
95746

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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