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
TD AMERITRADE NETWORK: The Frequent Shift Between Growth and Value Stocks (Video: 9/16/21)

"Investors are struggling to decide whether the economy and earnings are improving as seen in the frequent shift between growth and value stocks," says Sierra EVP of Investment Management, Doug Loeffler. He weighs in on the markets being satisfied with the inflation report, while consumers are expecting higher inflation. He believes that there is currently a record high gap between the demand for labor and supply.

Sierra EVP of Investment Management on TD Ameritrade Network

Sierra's EVP of Investment Management, Doug Loeffler, breaks down a number of rising risks that investors should be keeping their eye on. One being that markets aren't cheap, and that 10-year treasury yields are much lower than recent inflation which is very unusual.


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 Investment Management Hires Skip Schweiss as First CEO

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

Santa Monica, CA (August 2021) – Sierra Investment Management, Inc., a firm focused on mitigating downside risk through their tactical investment disciplines, today announced that the firm has hired Skip Schweiss, CFP®, AIF®, as chief executive officer (CEO) of the Sierra Group of Companies, effective October 1, 2021.

Sierra's Market Minute: The Challenges of Fundamental Management

Commentary | July 29, 2021 | By Sierra Investment Management

Fundamental managers are often renowned for making predictions. We've found that while a manager may be correct in their opinion, it may have some unintended consequences for clients. EVP of Investment Management, Doug Loeffler, shares his experiences and perspectives with you in this week's Market Minute.