Sierra's CIO James St. Aubin on Money Life Podcast

Special Video

2022 Sierra Market Update

Markets and Economies Are Giving Mixed Signals

Invest Wisely. Rest Easy.

Barron's 2022 Top 100 Independent Advisors

David Wright ranked 39

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 conservative 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

Outperformed in


Bear Markets
(1990, 2000, 2007)


9.6 B

Assets Under Management

as of 9/30/2021

Proud to Serve


Families’ Investment Needs



to Client Service Excellence

Investment Team Reviews

Every Holding

Every Business Day

In the Press

Sierra’s CIO James St. Aubin on Money Life Podcast (Podcast Segment, 9/26/22)

James St. Aubin, Chief Investment Officer for the Sierra Mutual Funds, believes that investors can win by not losing, and while holding cash won’t keep pace with high inflation, he says being on the sidelines waiting for the market “to show some productive trends” is a sound strategy for current conditions. St. Aubin says that […]

Read More


2022 Sierra Market Update

Here is a quick 2-minute market video update on our programs from Doug Loeffler EVP of Investment M [...]

Read More

Barron’s: Sierra Makes 2 Key Hires As It Plans Further Growth

Sierra Investment Management hired two new investment professionals for its leadership team as it s [...]

Read More

James St. Aubin joins LA-based $9bn RIA as CIO | Citywire (7-26-2022)

‘Ken, Dave and I speak for the whole Sierra team as we welcome James and Ryan to the team with no [...]

Read More

June 2022 Sierra Update for Clients and Guests

Watch the video our full Client Update from Saturday, June 25, 2022.

Read More

Sierra Investment Insights

Stay current on Sierra Investment news, thought leadership, industry happenings, upcoming events, and much more.

View All

June 2022 Sierra Update for Clients and Guests

Watch the video our full Client Update from Saturday, June 25, 2022.

Read More

Commentary: Markets and Economies Are Giving Mixed Signals

June 2022 | Doug Loeffler, EVP Investment Management Most asset classes globally fell sharply in [...]

Read More

Sierra Market Update | Municipal Bonds

Sierra EVP of Investments, Doug Loeffler, gives his thoughts on Municipal Bonds and the current sta [...]

Read More

Questions About All the Market Volatility

The first month of 2022 turned out to be a volatile one We've received several questions about [...]

Read More

Market Minute: The Challenges of Fundamental Management

Fundamental managers are often renowned for making predictions We've found that while a manager [...]

Read More

The Good, the Bad, the Ugly of the COVID-19 Recovery

Economic shutdowns due to the spread of COVID-19 last year led to significant drops in equity a [...]

Read More

Commentary: Three Reasons to Own Bonds in 2021

It could be that Jerome Powell and the Federal Reserve officials are the happiest of all of us to b [...]

Read More

Commentary: Winning at the Horse Races

For most people the end of summer means one last dash to the beach, back-to-school shopping, and so [...]

Read More

Three Investment Ideas in Front of the Election (and Despite the Recent Red Tape)

Plenty of pollsters and pundits are speculating about the outcomes of the November elections in the [...]

Read More

It’s all in the numbers


Read More

Maximum Drawdown


Read More

Wall Street Journal: Dow, S&P Hit New Highs as Investors Look to Earnings

US stocks rose Thursday, hitting new intraday highs, as investors shifted focus to corporate ea [...]

Read More

Commentary: Plug Your Portfolio

US stocks keep knocking on the door of record high levels, while the bond market telegraphs big con [...]

Read More

A Day at the Horse Races

Sure, it's easy to compare gambling to investing While there are some similarities, there i [...]

Read More

Commentary: State of Confusion

Financial markets don’t know if they are coming or going, telegraphing that investors are in a st [...]

Read More

Commentary: The Stealth Bull Market in Bonds of the Past Year

For many, summer means days at the beach days and, ideally, nights at the ice cream parlor Picking [...]

Read More