Top 100 Independent Financial Advisors

Top 300 Financial Advisors 2018, 2019, 2020

Best-in-State Wealth Advisors 2020
Kiplinger: Earn up to 9% on your money now

In addition to taking a vast human toll, the coronavirus pandemic has mercilessly infected virtually every corner of the investment world.

Bloomberg Markets: The Close 4/28/2020

Scarlet Fu and Romaine Bostick bring you the latest news and analysis leading up to the final minutes and seconds before the closing bell on Wall Street and tackle the market volatility from coronavirus fears and its impact on the economy, deals and small businesses.


Our focus is on serving the needs of conservative investors whose primary objective is to preserve capital and achieve a moderate return on their investment.


“At Sierra, we take the view that we cannot control or manage returns - the stock, bond, currency and commodity markets fluctuate significantly and unpredictably - but we can manage downside risk. And we believe our first priority is to keep our clients out of trouble.”

– David C. Wright, JD

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

Press Release | August 14, 2020 | By Sierra Investment Management

Sierra was once again named in the Financial Times Top 300 RIA's in the U.S.

Sierra's Market Minute: It's all in the numbers

Commentary | May 20, 2020 | By Sierra Investment Management

It's difficult to manage client expectations during times like these. In this week's Market Minute, CIO Terri Spath & Dr. Kenneth Sleeper discuss how math is at the core of our investment process, and it really is all in the numbers.