"An investment operation is one which, upon thorough analysis promises safety of principal and an adequate return. Operations not meeting these requirements are speculative” Benjamin Graham

Ceera Investments, LLC manages investment portfolios for various types of clients. Using an investment philosophy based upon the thoughts and teachings of investing legends such as Warren Buffett, Philip Fisher, Benjamin Graham, Peter Lynch, and Charlie Munger we invest in a limited number of carefully-chosen investments that are expected to provide appropriate protection of principal and opportunities for an attractive rate of return. While we are typically compensated by an annual management fee (as a percent of assets under management), we also offer to clients who qualify under securities laws, a performance-based fee schedule where we get compensated if and only if we generate a rate of return in excess of a negotiated hurdle rate. For more details on our investment philosophy, advisory capabilities, and processes, please explore the rest of this website. For articles on investing, updates on this website, and our occasional thoughts on the investing environment, please sign up to receive the free Ceera Investor Digest e-mails-your address will not be shared with any other party. We will be delighted to hear from you if you have any questions or thoughts to share. Happy investing.