Interests Aligned with Yours
As fiduciaries, we are required to act solely in your best interest.
Statera brings together planning expertise and investment discipline to serve high-net-worth clients with clarity and care. We seek to deliver client-first advice through a thoughtful process, transparent communication and long-term partnership.
No doubt, setting meaningful financial goals and staying with a long-term strategy can be difficult. It helps to have a trusted, unbiased partner. Our role is to help you build a practical plan, implement it with discipline and revisit it consistently as life evolves.
A Look Back
Our Journey
Founded in April 2007, Signature Resources Capital Management (SRCM) was built as an independent, fee-only fiduciary focused on providing objective investment management and financial advice to affluent families. As the firm matured, its planning and investment philosophies became increasingly defined by destination-focused approaches that work to connect present circumstances with client financial objectives.
The Statera name, derived from the Latin word for "balance," came to better express the principles that had guided SRCM all along: balancing risk and reward, combining planning with investment management, and helping clients pursue their aspirations through disciplined decisions and enduring stewardship.
What Sets Us Apart
How We're Independent
Three reasons clients choose to work with an independent firm.
Greater Independence
Our investment options are not part of a brokerage firm with in-house products and services to sell; we provide objective guidance on which investments will best meet your needs.
Personalized Advice
As an independent firm, we don't have to rely on standardized solutions to fit your needs. We have the flexibility to tailor recommendations and strategies to fit your unique goals, circumstances and priorities.
Our Leadership
Meet the Owners
Learn more about Statera's leadership team
Mark Mowrey
Chief Investment Officer
Mark Mowrey, CFA, leads our Investment Team with more than 20 years of experience managing investment portfolios.
Greg Kaltenbach
Founder
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Legal
Our Firm
Statera Asset Management is a dba of Signature Resources Capital Management, LLC (SRCM). SRCM is a registered investment adviser. Registration does not imply a certain level of skill or training. Details on our services, fees, and any conflicts of interest are available in our Form CRS and Form ADV.
