Built for long-term partnership.
Statera brings together planning expertise and investment discipline to serve high-net-worth clients with clarity and care. We deliver client-first advice through a thoughtful process, transparent communication and long-term partnership.
No doubt, setting meaningful financial goals and staying with a long-term strategy can be difficult. It helps to have a trusted, unbiased partner. Our role is to help you build a practical plan, implement it with discipline and revisit it consistently as life evolves.
A Look Back: Our Journey
Founded nearly two decades ago, our firm has evolved to meet the ever-changing landscape of financial advising. We started with a small team dedicated to providing personalized financial planning and have grown into a robust investment management firm, passionate about helping clients achieve their financial dreams. Through ups and downs in the market, we’ve remained steadfast in our commitment to integrity and transparency, ensuring our clients always feel informed and secure.
Seeking to earn your trust.
We seek to earn your trust every day. We understand that trust can be fostered through clear and candid review of your evolving financial circumstances and our plans to help you target your near- and long-term financial goals.
To that end, our Advisors will reach out regularly to discuss matters related to your financial future and to candidly assess the performance of the financial plan relative to your goals.
Further, our Investment Team meantime offers regular commentary to ensure clients are informed of material factors influencing investment positioning and performance.
Each decision we make must prioritize your interests as a client. That is the nature of a fiduciary obligation. To support that objective, we have designed our organization to achieve the following goals:
Greater Independence
Our investment options are not part of a brokerage firm with in-house products and services to sell; we are able to provide clients with objective guidance on which investments will best meet their needs.
Interests Aligned with Yours
Our compensation is based on a percentage of assets under management, therefore our success is directly linked to that of our clients.
Accountability and Focus
As a Registered Investment Advisor, we are registered with the Securities Exchange Commission and are regulated by the Investment Advisors Act of 1940, we have a fiduciary duty to act in the best interests of our clients. Of course, we’d observe those priorities even if we weren’t required to as we strongly believe that in doing so we only enhance our ability to succeed in helping you achieve your long-term financial goals. And that’s the only measure appropriate for us to judge our own achievements.
Statera Asset Management is a dba of Signature Resources Capital Management, LLC (SRCM), which is a Registered Investment Advisor. Registration of an investment adviser does not imply any specific level of skill or training. The information contained herein has been prepared solely for informational purposes and is not an offer to buy or sell any security or to participate in any trading strategy. Any decision to utilize the services described herein should be made after reviewing such definitive investment management agreement and SRCM’s Form ADV Part 2A and 2Bs and conducting such due diligence as the client deems necessary and consulting the client’s own legal, accounting and tax advisors in order to make an independent determination of the suitability and consequences of SRCM services. Any portfolio with SRCM involves significant risk, including a complete loss of capital. The applicable definitive investment management agreement and Form ADV Part 2 contains a more thorough discussion of risk and conflict, which should be carefully reviewed prior to making any investment decision. Please contact your investment adviser representative to obtain a copy of Form ADV Part 2. All data presented herein is unaudited, subject to revision by SRCM, and is provided solely as a guide to current expectations.
Past performance is not a guarantee or reliable indicator of future results. The opinions expressed herein are those of SRCM as of the date of writing and are subject to change. The material is based on SRCM proprietary research and analysis of global markets and investing. The information and/or analysis contained in this material have been compiled, or arrived at, from sources believed to be reliable; however, SRCM does not make any representation as to their accuracy or completeness and does not accept liability for any loss arising from the use hereof. Some internally generated information may be considered theoretical in nature and is subject to inherent limitations associated thereby. Any market exposures referenced may or may not be represented in portfolios of clients of SRCM or its affiliates, and do not represent all securities purchased, sold or recommended for client accounts. The reader should not assume that any investments in market exposures identified or described were or will be profitable. The information in this material may contain projections or other forward-looking statements regarding future events, targets or expectations, and are current as of the date indicated. There is no assurance that such events or targets will be achieved. Thus, potential outcomes may be significantly different. This material is not intended as and should not be used to provide investment advice and is not an offer to sell a security or a solicitation or an offer, or a recommendation, to buy a security. Investors should consult with an advisor to determine the appropriate investment vehicle.
