Advisors at this firm
Rico C
ChFC®, Series 63, Series 65
Southfield, MI
New Era Investments LLC
Rico Camerone is a financial advisor at New Era Investments LLC with 26 years of industry experience. He holds the ChFC® designation, along with Series 63 and Series 65 licenses. His career includes over a decade at Lincoln Investment and a long-standing association with New Era Investments since 1993. Camerone serves on the boards of Haven of Hope, which provides weekly food services for low-income families, and Family Assistance for Renaissance Men, an organization supporting fathers. New Era Investments LLC advises individuals and high-net-worth clients by providing portfolio management and financial planning services. The firm employs modern portfolio theory and a mix of long- and short-term strategies, including the use of third-party money managers, while maintaining a high client-to-advisor ratio.
Rico C
Series 63, Series 65
Southfield, MI
New Era Investments LLC
Rico Camerone is a financial advisor with New Era Investments LLC in Southfield, MI, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. His prior work includes roles at Camerone Wealth Management, Purshe Kaplan Sterling Investments, Capital Analysts, and Lincoln Investment. Outside of advisory work, he owns TheWebTide, a marketing business focused on running campaigns and website maintenance for small businesses. New Era Investments LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing a strategy based on modern portfolio theory that includes both long- and short-term trading across various asset classes. The firm also offers discretionary management and utilizes third-party money managers as appropriate.
Lisa C
Series 63, Series 65
Southfield, MI
New Era Investments LLC
Lisa Camerone is a financial advisor with New Era Investments LLC, holding Series 63 and Series 65 designations and 15 years of industry experience. She has previously worked at Lincoln Investment and Capital Analysts, among other firms. In addition to her advisory role, she is involved in managing insurance agencies offering fixed and traditional insurance products as well as life, health, and disability coverage. New Era Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing modern portfolio theory and a range of investment strategies including mutual funds, ETFs, annuities, private placements, and non-U.S. securities. The firm offers discretionary management and third-party money manager selection, with regular portfolio reviews aligned to client risk tolerance and objectives.