Sierra Named to"Top 100 Independent Financial Advisors" for Fifth Time  

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Top 100 Independent Financial Advisors

Top 300 Financial Advisors 2018, 2019, 2020

Best-in-State Wealth Advisors 2020
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New York Times: The Pros and Cons of Funds That Mute the Ups and Downs (1/15/21)

Sierra CIO Terri Spath gives her thoughts on some asset classes that may be attractive in the New Year while also mitigating market risks.

CNBC: The Exchange (11/13/20)

CNBC’s Kelly Evans breaks down why some municipal bonds are seeing more investors, and how the Covid pandemic’s risk of a second lockdown impacts the market, with Terri Spath of Sierra Mutual Funds.

APPROACH

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.

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“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

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

Press Release | March 24, 2021 | By Sierra Investment Management

Santa Monica, CA (February 23, 2021) – Forbes revealed their 2021 Best-In-State Wealth Advisors ranking and David C. Wright, Co-Founder and Portfolio Manager of Sierra Investment Management has been named to the list for California. The ranking of financial advisors is based on both qualitative and quantitative measures rated as important to clients.

Commentary: Three Reasons to Own Bonds in 2021

Commentary | December 16, 2020 | By Sierra Investment Management

Investment Commentary: CIO Terri Spath covers the current state of the fixed income market and offers three reasons why we like bonds in 2021.

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