Market-leading investment solutions backed by decades of strategic research and analysis. Sierra offers programs that suit the risk tolerance of conservative investors.
LEARN MOREView our appearances on CNBC, PBS Nightly Business Report, Kiplinger, MoneyLife Podcast and more…
READ MOREIt is a tremendous point of pride to be amongst
the top advisors across the USA
In addition to taking a vast human toll, the coronavirus pandemic has mercilessly infected virtually every corner of the investment world.
Scarlet Fu and Romaine Bostick bring you the latest news and analysis leading up to the final minutes and seconds before the closing bell on Wall Street and tackle the market volatility from coronavirus fears and its impact on the economy, deals and small businesses.
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
Commentary | May 20, 2020 |
It's difficult to manage client expectations during times like these. In this week's Market Minute, CIO Terri Spath & Dr. Kenneth Sleeper discuss how math is at the core of our investment process, and it really is all in the numbers.
Press Release | July 1, 2019 |
Sierra was once again named in the Financial Times Top 300 RIA's in the U.S.