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

MM: What are floating rate loans?

Video | September 14, 2018 | By Terri Spath

Terri does a deep-dive on Floating Rate Loans, discussing unique features and how they can help mitigate risk.

Some of These Things Are Not Like the Others

Commentary | August 23, 2018 | By Terri Spath

Since early July 2016, the yield on the 10-year Treasury has rocketed from 1.38% to nearly 3%.

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.

Reuters: Is it too late to chase the stock market rally?

News Article | March 6, 2018 | By Sierra Investment Management

Harnessing America’s newfound enthusiasm with stocks is creating a dilemma for many money managers and financial advisers.