Era Capital Management, LLC                                        

NAAIM Member Since 2014

Portfolio Manager: Jacob Deschenes

Available Custodian(s): Folio Institutional

About: Era Capital Management’s competitive advantage is built around our proprietary “Rule 33” risk management system. The system is a multi-duration, dynamic active allocation system that adjusts risk at the individual security level. Each position in the portfolio model is evaluated daily and actively reallocate based on four point risk scale of 0-1-2-3. This advanced investment system seeks to create the best balance of risk for any investment environment.

Contact:

Jacob Deschenes

www.eracapitalmanagement.com

Email: Jacob@eracapitalmanagement.com

Phone:  360-329-4818

Portfolio Strategies: 

 Individual 20 Stock Model (ISM)

Description: Era Capital Management’s “Individual 20 Stock Model” invests primarily, but not exclusively, in the common stock of large and mid-size companies. The model takes positions in no more than 20 companies and avoids a concentration in any one sector or industry group. The model’s primary investment objective is long-term capital appreciation.

Equity Index Model (EIM)

Description: Era Capital Management’s “Equity Index Model” invests in broad-based, equity index exchange traded funds (ETFs). The model includes ETFs made up of large, mid and small companies, within domestic indexes such as the S&P 500. Depending on market conditions, the model may use foreign or emerging market equity indexes. The model’s primary investment objective is long-term capital appreciation.

Equity Income Model (EINC)

Description: Era Capital Management’s “Equity Income Model” invests in more focused, equity exchange traded funds (ETF’s). The Model uses indexes that focus on holdings with above average dividend yields such as Real Estate Investment Trusts (REIT’s), Master Limited Partnerships (MLP’s), Preferred Stocks and high-yielding common stocks.  The model’s investment objective is an equal mix of current income and long-term capital appreciation.

Fixed Income Model (FIM)

Description: Era Capital Management’s “Fixed Income Model” invests in broad-based, fixed-income index exchange traded funds (ETF’s) and mutual funds. The Model diversifies across fixed-income indexes that focus on holdings in investment grade government and corporate bonds, municipal bonds, high yield corporate bonds and bank loan/floating rate notes. The Model’s primary investment objective is current income.

High Yield Duration Controlled Fixed Income Model (HYDC)

Description: Era Capital Management’s “High Yield Duration Controlled Fixed Income Model” invests primarily in below investment grade fixed income securities to capture higher yields with a portfolio duration of around three years. This model is designed as an alternative for investors who want higher yields than money market funds with minimum fluctuation but understanding that daily price fluctuation with occur.   The Model uses fixed income exchange traded funds (ETF’s) and mutual funds in pursuit of its goal.  The Model’s primary investment objective is current income.