Sierra Named to"Top 100 Independent Financial Advisors" for Fifth Time  

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Top 100 Independent Financial Advisors

Top 300 Financial Advisors 2018, 2019, 2020

Best-in-State Wealth Advisors 2020
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CNBC: The Exchange (11/13/20)

CNBC’s Kelly Evans breaks down why some municipal bonds are seeing more investors, and how the Covid pandemic’s risk of a second lockdown impacts the market, with Terri Spath of Sierra Mutual Funds.

Bloomberg: Fund Manager Nightmare Is Biden Without Blue Wave Congress (video 11/1/20)

Terri Spath gives her thoughts on the possible post-election landscape and how it may impact investors.

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
Commentary: Three Reasons to Own Bonds in 2021

Commentary | December 16, 2020 | By Terri Spath

Investment Commentary: CIO Terri Spath covers the current state of the fixed income market and offers three reasons why we like bonds in 2021.

Barron's Names Sierra's David Wright to 2020 "Top 100 Independent Financial Advisors" Ranking for Fifth Time

Press Release | September 29, 2020 | By Sierra Investment Management

Santa Monica, CA (September 29, 2020) – Sierra Investment Management today announced that managing director and co-founder David Wright has been named to Barron’s Top 100 Independent Financial Advisors for a fifth time.

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