Supporting the Protection of Wealth for 35 Years
Sierra's CIO James St. Aubin on Money Life Podcast
Markets and Economies Are Giving Mixed Signals
Invest Wisely. Rest Easy.
Barron's 2022 Top 100 Independent Advisors
David Wright ranked 39
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Investment Strategies
For over three decades, Sierra has been a pioneer in tactical, global, multi-asset-class portfolio management. We focus on serving the needs of conservative investors whose primary objective is to preserve capital and achieve a moderate return on their investment. Our integrated approach to risk management and our excellent long-term track record have made us a trusted partner to investors nationwide. Let us help you find the solution that is right for your investment goals.
Growth of $1,000,000 – After Fees
"Our first priority
is to keep our clients
out of trouble."
Founded in
1987
by David C. Wright
& Kenneth L. Sleeper
Outperformed in
3
Bear Markets
(1990, 2000, 2007)
Over
7.5 B
Assets Under Management
Proud to Serve
400+
Families’ Investment Needs
Dedicated
24/7
to Client Service Excellence
Investment Team Reviews
Every Holding
Every Business Day
In the Press
Barron’s Names Sierra’s David Wright to 2021 “Top 100 Independent Financial Advisors” Rankings for Sixth Time
Barron’s Names Sierra’s David Wright to 2021 “Top 100 Independent Financial Advisors” Rankings for Sixth Time
Sierra Investment Management Hires Skip Schweiss as First CEO
Santa Monica, CA (August 2021) – Sierra Investment Management, Inc, a firm focused on mitigat [...]
David Wright of Sierra Investment Management named to the Forbes’ List of Best-In-State Wealth Advisors
Santa Monica, CA (February 24, 2020) – Forbes revealed their 2021 Best-In-State Wea [...]
Barron’s Names Sierra’s David Wright to 2020 “Top 100 Independent Financial Advisors” Ranking for Fifth Time
Santa Monica, CA (September 29, 2020) – Sierra Investment Management today announced tha [...]
Sierra Investment Management named to the Financial Times 300 Top Registered Investment Advisors for Third Consecutive Year
Santa Monica, CA (August 14, 2020) – Sierra Investment Management is proud to announce t [...]
Sierra Investment Insights
Stay current on Sierra Investment news, thought leadership, industry happenings, upcoming events, and much more.
2022 Sierra Market Update
Here is a quick 2-minute market video update on our programs from Doug Loeffler EVP of Investment M [...]
June 2022 Sierra Update for Clients and Guests
Watch the video our full Client Update from Saturday, June 25, 2022.
Commentary: Markets and Economies Are Giving Mixed Signals
June 2022 | Doug Loeffler, EVP Investment Management Most asset classes globally fell sharply in [...]
Sierra Market Update | Municipal Bonds
Sierra EVP of Investments, Doug Loeffler, gives his thoughts on Municipal Bonds and the current sta [...]
Questions About All the Market Volatility
The first month of 2022 turned out to be a volatile one We've received several questions about [...]
Market Minute: The Challenges of Fundamental Management
Fundamental managers are often renowned for making predictions We've found that while a manager [...]
The Good, the Bad, the Ugly of the COVID-19 Recovery
Economic shutdowns due to the spread of COVID-19 last year led to significant drops in equity a [...]
Commentary: Three Reasons to Own Bonds in 2021
It could be that Jerome Powell and the Federal Reserve officials are the happiest of all of us to b [...]
Commentary: Winning at the Horse Races
For most people the end of summer means one last dash to the beach, back-to-school shopping, and so [...]
Election Day Volatility Concerns
https://wwwyoutubecom/watchv=A4LSX5EkjKM.
Three Investment Ideas in Front of the Election (and Despite the Recent Red Tape)
Plenty of pollsters and pundits are speculating about the outcomes of the November elections in the [...]
It’s all in the numbers
https://wwwyoutubecom/watchv=5s2PExxqW5o&t=2s.
Wall Street Journal: Dow, S&P Hit New Highs as Investors Look to Earnings
US stocks rose Thursday, hitting new intraday highs, as investors shifted focus to corporate ea [...]
A look at global stock valuations
https://wwwyoutubecom/watchv=3HbHjg8vDpg.
Commentary: Plug Your Portfolio
US stocks keep knocking on the door of record high levels, while the bond market telegraphs big con [...]
A Day at the Horse Races
Sure, it's easy to compare gambling to investing While there are some similarities, there i [...]
Commentary: State of Confusion
Financial markets don’t know if they are coming or going, telegraphing that investors are in a st [...]
Commentary: The Stealth Bull Market in Bonds of the Past Year
For many, summer means days at the beach days and, ideally, nights at the ice cream parlor Picking [...]