Sierra is pleased to celebrate over 30 years of success in helping conservative investors meet their long-term goals. Since 1987, David C. Wright and Kenneth L. Sleeper have been focused on delivering peace of mind to their clients through their proprietary risk management strategy and goal-based approach to investing. The firm has evolved to now managing or advising over $2.7 billion for clients seeking to preserve and steadily grow their wealth.
This milestone sheds light on both the innovation and the validity of their unique strategy, which has resulted in an exceptional track record of keeping client accounts out of trouble and providing satisfying long-term performance. Their keen insight into the wants and needs of investors, as today absolute returns continue to gain emphasis across the investment community. Sierra continues to help investors build and protect their wealth using its proven risk-managed and results-oriented approach to achieve success.