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Top 100 Independent Financial Advisors

Top 300 Financial Advisors 2019
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CNBC: Dow and S&P 500 snap 3-day losing streaks

Barbara Doran of BD8 Capital Partners and Terri Spath, chief investment officer at Sierra Investment Management, talk about markets after the bell on CNBC’s “Closing Bell.”

Kiplinger: 6 Steps to Snare High Yields in Retirement

Income investing is supposed to be like watching a predictable movie that you’ve seen a dozen times before. But lately, it has been full of plot twists.

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.

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“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
Sierra's Market Minute: A look at global stock valuations

Commentary | November 20, 2019 | By Sierra Investment Management

With stocks reaching record highs, we continue to be asked about global opportunities and the risks associated with them. Valuation metrics are a great way of measuring value.

Sierra Investment Management again named to the FT 300, Financial Times’ List of Top U.S. Investment Advisors

Press Release | July 1, 2019 | By Sierra Investment Management

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

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