Core Values


We do not work for any financial institution removing any potential conflict of interest; we only have your best interest in mind.


We know the importance of communication. You know what we do and how we do it.

Safety & Security

The safety and security or your assets are held with utmost importance. All of our clients’ accounts are held in custody and securities cleared through Pershing LLC, a BNY Mellon company and the world’s largest clearing firm operating in more than 60 countries. BNY Mellon is the oldest US bank and the world’s largest custodian with $29.9 trillion in assets.

Loyalty & Confidentiality

Discretion, professionalism, and trust are key principles in our industry. At ERA Capital Group, we embrace these values, which are fundamental to our reputation and success. As an independent advisory firm, our interests are directly aligned with those of our clients. All information disclosed to us is handled with care and kept confidential.


We live in a constant changing ERA, which requires skill and experience to adjust to new environments. We have an extensive network of financial institution relationships, professionals and preferred partners that we collaborate with to provide you the best guidance and deliver the optimal results. We help you address your needs, identify opportunities and advise on how to manage and structure your wealth.


We know what financial institutions charge and what is considered a reasonable cost to obtain the right service. We leverage our experience and economy of scale to get an optimal cost structure for your assets. As part of our advisory service, we can also communicate and negotiate with banks to address their due diligence needs and review the fee structure of your accounts. We can act as an intermediary between you and your financial institution.