Curated portfolios, ready to deploy.
Model portfolios give you professionally constructed investment mixes across risk levels — no research required to get started. You stay in control of every position: deploy it, adjust it, or exit anytime.
How Thesis model portfolios work
Each portfolio is built and maintained by Era Financial Advisors, so you can deploy a strategy without building one from scratch.
Curated mixes
Each model portfolio is built around a target risk level and rebalanced automatically as markets move.
Transparent holdings
See exactly what's in every model portfolio and why, before you commit a dollar.
Start small
Begin with an amount you're comfortable with and add to it over time — you choose how much to invest, and when.
Deploy in minutes
You pick the portfolio and stay in control — Thesis places the trades, no manual order entry required.
No lockups
No fixed terms or withdrawal penalties — sell a holding during market hours and withdraw your cash once the trade settles.
Regulated custody
Assets are held by Alpaca Securities LLC, a FINRA/SIPC member, the same custody model professional advisors use.
You stay in control
A model portfolio does the construction and rebalancing for you, but every decision to deploy, adjust, or exit stays yours.
Deploy a strategy
Pick a model portfolio matched to a risk level and Thesis places the trades, with no manual order entry.
See every holding
Review exactly what's in a portfolio, and why, before you commit a dollar.
Adjust or exit anytime
You stay in control of every position. Adjust the mix or exit whenever you choose.
Frequently asked questions
Each portfolio is constructed and maintained by Era Financial Advisors LLC, an SEC-registered investment adviser (CRD #334404).
Yes. Each model portfolio is rebalanced automatically as markets move to stay near its target risk level.
Assets are held by Alpaca Securities LLC, a member of FINRA and SIPC, the same custody model professional advisors use.
Thesis is in private beta. Request an invite for early access to model portfolios.
Start with a professionally built portfolio
Model portfolios built by professionals, deployed by you. Request an invite to get early access.