Supporting the Protection of Wealth for 35 Years

Sierra's CIO James St. Aubin on Money Life Podcast

Markets and Economies Are Giving Mixed Signals

Invest Wisely. Rest Easy.

Barron's 2022 Top 100 Independent Advisors

David Wright ranked 39

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Time-Tested
Investment Strategies


For over three decades, Sierra has been a pioneer in tactical, global, multi-asset-class portfolio management. We focus on serving the needs of conservative investors whose primary objective is to preserve capital and achieve a moderate return on their investment. Our integrated approach to risk management and our excellent long-term track record have made us a trusted partner to investors nationwide. Let us help you find the solution that is right for your investment goals.

Our Strategies

Growth of $1,000,000 – After Fees

"Our first priority
is to keep our clients
out of trouble."
- David C. Wright, JD

Founded in

1987

by David C. Wright
& Kenneth L. Sleeper

Outperformed in

3

Bear Markets
(1990, 2000, 2007)

Over

7.5 B

Assets Under Management

Proud to Serve

400+

Families’ Investment Needs

Dedicated

24/7

to Client Service Excellence

Investment Team Reviews

Every Holding

Every Business Day

In the Press

Barron’s Names Sierra’s David Wright to 2021 “Top 100 Independent Financial Advisors” Rankings for Sixth Time

Barron’s Names Sierra’s David Wright to 2021 “Top 100 Independent Financial Advisors” Rankings for Sixth Time

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Sierra Investment Management Hires Skip Schweiss as First CEO

Santa Monica, CA (August 2021) – Sierra Investment Management, Inc, a firm focused on mitigat [...]

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David Wright of Sierra Investment Management named to the Forbes’ List of Best-In-State Wealth Advisors

Santa Monica, CA (February 24, 2020) – Forbes revealed their 2021 Best-In-State Wea [...]

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Barron’s Names Sierra’s David Wright to 2020 “Top 100 Independent Financial Advisors” Ranking for Fifth Time

Santa Monica, CA (September 29, 2020) – Sierra Investment Management today announced tha [...]

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Sierra Investment Management named to the Financial Times 300 Top Registered Investment Advisors for Third Consecutive Year

Santa Monica, CA (August 14, 2020) – Sierra Investment Management is proud to announce t [...]

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Sierra Investment Insights

Stay current on Sierra Investment news, thought leadership, industry happenings, upcoming events, and much more.

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2022 Sierra Market Update

Here is a quick 2-minute market video update on our programs from Doug Loeffler EVP of Investment M [...]

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June 2022 Sierra Update for Clients and Guests

Watch the video our full Client Update from Saturday, June 25, 2022.

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Commentary: Markets and Economies Are Giving Mixed Signals

June 2022 | Doug Loeffler, EVP Investment Management Most asset classes globally fell sharply in [...]

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Sierra Market Update | Municipal Bonds

Sierra EVP of Investments, Doug Loeffler, gives his thoughts on Municipal Bonds and the current sta [...]

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Questions About All the Market Volatility

The first month of 2022 turned out to be a volatile one We've received several questions about [...]

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Market Minute: The Challenges of Fundamental Management

Fundamental managers are often renowned for making predictions We've found that while a manager [...]

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The Good, the Bad, the Ugly of the COVID-19 Recovery

Economic shutdowns due to the spread of COVID-19 last year led to significant drops in equity a [...]

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Commentary: Three Reasons to Own Bonds in 2021

It could be that Jerome Powell and the Federal Reserve officials are the happiest of all of us to b [...]

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Commentary: Winning at the Horse Races

For most people the end of summer means one last dash to the beach, back-to-school shopping, and so [...]

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Three Investment Ideas in Front of the Election (and Despite the Recent Red Tape)

Plenty of pollsters and pundits are speculating about the outcomes of the November elections in the [...]

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It’s all in the numbers

https://wwwyoutubecom/watchv=5s2PExxqW5o&t=2s.

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Maximum Drawdown

https://wwwyoutubecom/watchv=LuNkvb_IWxk.

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Wall Street Journal: Dow, S&P Hit New Highs as Investors Look to Earnings

US stocks rose Thursday, hitting new intraday highs, as investors shifted focus to corporate ea [...]

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Commentary: Plug Your Portfolio

US stocks keep knocking on the door of record high levels, while the bond market telegraphs big con [...]

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A Day at the Horse Races

Sure, it's easy to compare gambling to investing While there are some similarities, there i [...]

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Commentary: State of Confusion

Financial markets don’t know if they are coming or going, telegraphing that investors are in a st [...]

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Commentary: The Stealth Bull Market in Bonds of the Past Year

For many, summer means days at the beach days and, ideally, nights at the ice cream parlor Picking [...]

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