Supporting the Protection of Wealth for Over 35 Years

Over 160 years of combined experience.

As Seen In

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 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

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

Founded in


by David C. Wright
& Kenneth L. Sleeper


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


Families’ Investment Needs



to Client Service Excellence

Investment Team Reviews

Every Holding

Every Business Day


In the Press

James St. Aubin Shares Important Investing Lessons on Excess Returns Podcast

The hosts of Excess returns have now conducted over 100 interviews on their podcast. At the end of all of them, they have asked the same closing question: Based on your experience in markets and your research, if you could teach one lesson to the average investor, what would it be? In this episode, the […]

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MarketWatch: In Wake of Nasdaq Losing Streak, Sierra CIO Says Investors Should Be Patient

The highflying technology stocks that drove much of the US stock market's advance in 2023 are strug [...]

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MarketWatch Gets James St. Aubin’s Take on the “January Effect”

US stocks capped off a wild 2023 with a two-month sprint that has carried the Dow to record highs a [...]

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Sierra CIO to Wall Street Journal: “Corporate Debt Markets Face the Most Acute Threat This Year”

Access to this article may require a subscription A resilient US economy and cooling inflation f [...]

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St. Aubin to Schwab Network: “The Unknowns Need to Be Respected”

Historically, the end of monetary policy tightening cycles have been an attractive time to own [...]

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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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Ways We Help

From helping to protect your investments from setbacks to providing personalized client service [...]

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Disciplined Risk Management

The Investment Management Team convenes every day to review all portfolios and all Buy and Sell [...]

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Time Tested Strategies

Sierra Investment Management provides tactical, global, multi-asset portfolio management Since [...]

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Donor-Advised Fund Solution

A Simple, Flexible And Tax-Efficient Way To Donate To Your Favorite Charities 0294-SI00X [...]

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