Welcome to our website!  From here you can send us a message or get details on our private managed account programs.

     We are a fee-based Investment Advisor firm located in Santa Monica, California, nationally known for our unique focus on limiting risk while still achieving very satisfying investment returns over the years.  Founded in 1987, Sierra and its affiliates manage $520 million in assets for retirees and other conservative clients.  Our clients tend to be successful individuals and families with financial assets from $1 to $5 million or more.  Our minimum account size is currently $750,000 per client household, but we are likely to increase it to $1 million at some point.

At Sierra, we take the view that we cannot manage returns -- the stock, bond, and commodity markets fluctuate significantly and unpredictably -- but we can manage downside risk.  We apply an integrated, well-proven set of risk-management disciplines to limit the impact of adverse market episodes on our managed accounts.  In most cases, we believe our approach will limit overall downside risk to 3% or 4% of the client's overall account -- as we have in the recent past, during an extended and severe bear market -- although such results cannot be guaranteed.

For more about our strategies and services, click here to Request Info or call us at 800/ 729-1467 or 310/ 452-1887 within the Los Angeles area. Thank you for visiting our website.

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