Meetings & Events:
Our Semi-Annual Client Update Meeting will be held in late February and will include timely market insights and firm updates. A limited number of seats are available.
Email us for more information.
The Curse of High Expectations
In January’s Investment Insights, CIO James St. Aubin, gives his views on some of the major risks AI may present to the market.
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Will the Fed’s Desire for Neutral Spark Conflict?
CIO James St. Aubin delivers greater visibility into the Fed’s rate cut trajectory in the November Investment Insights.
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Supporting the Protection of Wealth for
Over 3 Decades
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The Founders’ Series
Over 35 years ago, our founders launched a big idea in a small garage.
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Focused On
Disciplined Risk Management
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Dedicated to you and Your Investment Objectives
Sierra Investment Management provides tactical, global, multi-asset portfolio management. Since 1987, our founders’ rules-based buy-and-sell disciplines have sought to help investors limit downside risk, grow their wealth, and achieve their investment goals.