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




Top 100 Independent Financial Advisors

Top 300 Financial Advisors 2018, 2019, 2020

Best-in-State Wealth Advisors 2020
Sierra Co-founder Ken Sleeper on Orion's The Weighing Machine Podcast

Sierra's Co-Founder and Managing Director, Dr. Ken Sleeper, joined Orion's The Weighing Machine podcast to talk about the current market outlook, active management, and our truly tactical rules-based investment disciplines.

Money Life with Chuck Jaffe: The Big Interview with Sierra's Doug Loeffler (5/18/21)

Sierra's EVP of Investment Management sits down with Chuck Jaffe to discuss Sierra's investment disciplines, how we focus on managing risk, and provide thoughts on the current environment in the markets.


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.


“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

Sierra's Market Minute: The Good, the Bad, the Ugly of the COVID-19 Recovery

Commentary | July 22, 2021 | By Sierra Investment Management

Economic shutdowns due to the spread of COVID-19 last year led to significant drops in equity and other risk assets’ prices. This week's Market Minute with Executive Vice President of Investment Management, Doug Loeffler, covers the signs of economic and market improvement, but also some signs that are bad and even ugly for the post-COVID recovery.

David Wright of Sierra Investment Management named to the Forbes’ List of Best-In-State Wealth Advisors

Press Release | March 24, 2021 | By Sierra Investment Management

Santa Monica, CA (February 23, 2021) – Forbes revealed their 2021 Best-In-State Wealth Advisors ranking and David C. Wright, Co-Founder and Portfolio Manager of Sierra Investment Management has been named to the list for California. The ranking of financial advisors is based on both qualitative and quantitative measures rated as important to clients.