Placera Capital Management LLC

Placera Capital Management (PCML) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. PCML creates an Investment Policy Statement outlining the client’s situation and constructs a plan to select a suitable portfolio. PCML primarily recommends equities, but may use mutual funds, fixed income securities, and ETFs to diversify portfolios. PCML seeks discretionary authority to execute trades without prior permission, acting in the client's best interest.