Supporting the Protection of Wealth for Over 35 Years
Markets and Economies Are Giving Mixed Signals
Invest Wisely. Rest Easy.
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About Sierra Investment Management
Our disciplined investment approach has helped individual investors weather the severest storms, from market crashes to major selloffs and pandemics. When a market drop meets our predetermined sell signals, we move swiftly to reallocate our clients’ assets. When the storm passes, we’re just as disciplined about buying back in at the right time.
In a world of options, distractions, and speculations, Sierra Investment Management has stood strong, stable, and disciplined, partnering with clients to grow and protect their wealth for the long term.
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 first priority
is to keep our clients
out of trouble."
Founded in
1987
by David C. Wright
& Kenneth L. Sleeper
Over
5.9 B
Assets Under Management across all affiliates*
*inclusive of Reg AUM for Sierra Investment Management, Ocean Park Asset Management and Wright Fund 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
Wall Street Journal and Sierra CIO James St. Aubin Talk Tightening Financial Conditions
Access to this article may require a subscription. Many investors on Wednesday looked to the Federal Reserve for hints about whether this autumn’s unusual ascent in Treasury yields would help finish America’s inflation fight. The central bank’s message: maybe. In the tug of war between low-risk government debt and higher-risk equities, that was enough of […]
ThinkAdvisor Interviews Sierra CEO, Skip Schweiss
A fast-evolving set of risks and opportunities is challenging late-career workers, retirees and [...]
St. Aubin in the Wall Street Journal Talks Risky Borrowers & Rising Loan Costs
Excluding a 2020 spike, the default rate for the past 12 months is the highest since 2014 The st [...]
Bloomberg and St. Aubin: Adversity for Apple Inc. if China Expands iPhone Bans
Access to this article may require a subscription In a span of two days, Apple Inc has seen roug [...]
MMI/Barron’s Names Sierra as 2023 Industry Awards Finalists
The annual MMI/Barron's Industry Awards recognize innovation and leadership in the investment advis [...]
Sierra Investment Insights
Stay current on Sierra Investment news, thought leadership, industry happenings, upcoming events, and much more.
Donor-Advised Fund Solution
A Simple, Flexible And Tax-Efficient Way To Donate To Your Favorite Charities 0294-SI00X [...]
Ways We Help
From helping to protect your investments from setbacks to providing personalized client service [...]
Commentary: Markets and Economies Are Giving Mixed Signals
June 2022 | Doug Loeffler, EVP Investment Management Most asset classes globally fell sharply in [...]
Sierra Market Update | Municipal Bonds
Sierra EVP of Investments, Doug Loeffler, gives his thoughts on Municipal Bonds and the current sta [...]
Questions About All the Market Volatility
The first month of 2022 turned out to be a volatile one We've received several questions about [...]