Disclosures

¹AUM (Assets Under Management): Kera Capital Partners, Inc. had in excess of $760 million in AUM as of 11/20/2024.  AUM refers to the value of all assets in securities portfolios on which Kera Capital provides continuous and regular supervisory or management services for.

Fiduciary: According to the SEC interpretation of the Investment Advisors Act of 1940, an investment adviser must, at all times, serve the best interest of its client and not subordinate its client’s interest to its own.

*Disclaimer of Warranties: Kera Capital Partners may help coordinate ancillary financial services with 3rd party providers, but will not be responsible for the services themselves. For example, Kera Capital may work with an outside CPA or attorney on a client’s financial strategy, but the CPA and attorney are responsible for providing tax and legal advice to the client.  Kera does not directly give advice on tax or legal matters, nor does the firm directly provide banking services, trust formation, or lending. Kera Capital does, however, utilize relationships with vetted vendors & service providers, to provide the Firm’s clients with helpful resources to execute on recommended strategies.

Investment advisory services offered through Kera Capital Partners, Inc., a registered investment adviser.

This is not an offer to buy or sell securities. No investment process is free of risk and there is no guarantee that the investment process described herein will be profitable. Investors may lose all of their investments. Past performance is not indicative of current or future performance and is not a guarantee. The information set forth herein was obtained from sources that we believe to be reliable, but we do not guarantee its accuracy. In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. Kera Capital Partners shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them.  

Neither the information, nor any opinion expressed herein, constitutes investment advice or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. This information is being provided as a service of Kera Capital Partners and does not supersede or replace your monthly or quarterly custodial statement. Mutual funds are sold by prospectus, which contains details on risks, expenses, and sales charges. Clients should read the prospectus carefully before investing. An investment in the fund is only one component of a balanced investment plan. Carefully consider the fund's investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the fund prospectuses, which may be obtained by calling the telephone number or by visiting the fund website listed on the fund fact sheet. Read the prospectus carefully before investing.

SEC Form ADV: You can find our most recent ADV filing with the SEC here.

Kera Capital Partners, Inc. also conducts business as Kera Capital.