Solera Asset Managers

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 str

ongest 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.

Think you know annuities? Think again! 🤔It’s Annuity Awareness Month, and we’re breaking down how this financial tool ca...
06/03/2026

Think you know annuities? Think again! 🤔

It’s Annuity Awareness Month, and we’re breaking down how this financial tool can help protect your hard-earned savings from market volatility and longevity risk.

Annuities can provide a guaranteed income stream you quite literally cannot outlive. Plus, they offer unique benefits like:
✅ Tax-deferred growth
✅ Protection from market downturns
✅ Options for inflation protection and death benefits for heirs

But because they are long-term financial products, understanding the fees, types (like Fixed vs. Variable), and tax implications is crucial before making a move.

Don't leave your retirement income to chance. Get the clarity you need today! Head over to our website to read the full blog.

06/01/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

Spousal Social Security benefits can make a big difference in your retirement income, learn the key details you need to ...
05/28/2026

Spousal Social Security benefits can make a big difference in your retirement income, learn the key details you need to know. Head over to our website to check out our latest blog!

05/26/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your...
05/26/2026

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

https://bit.ly/4dMws3Z

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Good habits now can help you work toward financial freedom later. Let's connect.
05/21/2026

Good habits now can help you work toward financial freedom later. Let's connect.

Retirement is the perfect time to rediscover what you love, explore how hobbies can turn into fulfilling passions. Head ...
05/19/2026

Retirement is the perfect time to rediscover what you love, explore how hobbies can turn into fulfilling passions. Head over to our website to check out our latest blog!

05/19/2026

Markets were mixed last week. An early AI-driven rally faded into a Friday selloff as rising yields and oil prices renewed inflation concerns. The S&P 500 edged higher on solid earnings and economic data, but sentiment weakened late in the week, highlighting a fragile balance between growth optimism and inflation risks. For more insights, check out this week's market perspective.

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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