Invest wisely. Rest easy.

Market-leading investment solutions backed by decades of strategic research and analysis. Sierra offers programs that suit the risk tolerance of conservative investors.


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

True Diversification is a Process, Not a Set of Assumptions

Commentary | March 25, 2019 | By Terri Spath

A simple definition of investment diversification is conveyed in the overused statement, “don’t put all your eggs in one basket.”

MM: The Cycle of Market Emotions

Video | March 1, 2019 | By Terri Spath

Emotions often play a big role in an investors decision making. 

Sierra Named in 2018 Financial Times “300 Top Registered Investment Advisers in the US”

Press Release | July 24, 2018 | By Sierra Investment Management

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

Shaking Up the Market for Municipal Bonds

News Article | December 16, 2017 | By Sierra Investment Management

Barron’s (December 16, 2017): All politics are local, according to the famous dictum of Reagan-era House Speaker Tip O’Neill.