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Agency

Pick a portfolio. Agency runs it.

Choose an Era-managed model portfolio at a risk level you set. Within those terms, Agency places the trades, rebalances as your mix drifts, and reports every change back — so you set the strategy and Agency handles the execution.

How Agency runs your portfolio

Set your risk level once. Agency handles execution, rebalancing, and reporting from there.

Pick a model

Choose an Era-managed model portfolio matched to a risk level — no research or manual order entry required.

Automatic execution

Agency places every trade for you, so a portfolio goes from chosen to invested without manual steps.

Automatic rebalancing

As markets move and your mix drifts, Agency rebalances to keep the portfolio near its target risk level.

Ongoing reporting

Agency reports back on performance and every change it made, so you always know where the portfolio stands.

Regulated custody

Assets are held by Alpaca Securities LLC, a FINRA/SIPC member — the same custody model professional advisors use, so your funds stay in a brokerage account in your name.

You keep the controls

You set the risk level and grant Agency authority to trade within it — nothing outside those terms. Adjust your risk level, pause automation, or exit any position whenever you choose, and revoke access at any time.

Set it, and let it run

Pick a model portfolio once. Agency does the ongoing work of keeping it invested and on target.

Choose your risk level

Match a model portfolio to how much risk you want, from conservative to aggressive.

Hands-off management

Agency executes and rebalances automatically, so the portfolio stays on target without your attention.

Always in the know

Every trade and rebalance is reported back, so hands-off never means in the dark.

Frequently asked questions

Model portfolios are built and maintained by Era Financial Advisors LLC, an SEC-registered investment adviser (CRD #334404). Agency executes and rebalances them for you.

Set the terms. Agency executes.

Pick a model, and Agency handles the execution and rebalancing you'd otherwise do by hand — reporting back on every change. Be among the first to experience Agency.

Era Financial Advisors LLC is an SEC-registered investment adviser (CRD #334404). Registration does not imply a certain level of skill or training. Investment advisory services are discretionary and AI-assisted; they are not a substitute for personalized financial advice. Brokerage and custodial services are provided by Alpaca Securities LLC, a separate entity and member of FINRA/SIPC. Nothing on this website is an offer or solicitation to buy or sell securities. Past performance does not guarantee future results. Please review our Form ADV and Form CRS before investing.

era© 2026 Tinwell Labs Inc. DBA Era