Plug Your Portfolio
Commentary | October 21, 2019 |
Investment Commentary: Chief Investment Officer Terri Spath talks about potential ways to guard against drawdowns and market risk in the current environment.
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.
LEARN MORE“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
Yahoo Finance: Market Check: Stocks rise after Fed cuts rates for second time
News Article | September 19, 2019 |
CIO Terri Spath appeared on Yahoo Finance's Market Check to talk about the Fed's second interest rate cut.
CNBC: Investors shouldn't ignore bond market warnings, CIO says
Video | September 5, 2019 |
Terri Spath joins "Squawk Box" to give her reactions to the markets moving higher in the first week of September after a rough start.
Sierra Investment Management again named to the FT 300, Financial Times’ List of Top U.S. Investment Advisors
Press Release | July 1, 2019 |
Sierra was once again named in the Financial Times Top 300 RIA's in the U.S.