Supporting the Protection of Wealth for Over 35 Years
Markets and Economies Are Giving Mixed Signals
Invest Wisely. Rest Easy.
As Seen In
Time-Tested
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.
"Our first priority
is to keep our clients
out of trouble."
Founded in
1987
by David C. Wright
& Kenneth L. Sleeper
Outperformed
All
Our Benchmarks in
2022
Over
5.5 B
Assets Under Management
(as of 12/31/22)
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
Skip Schweiss Gives 6 Tips to Advisors Wanting to Enter the Retirement Plan Market
By advising retirement plans, advisors have an opportunity to broaden their relationship with small companies and diversify their own business, says Anthony Bunnell, head of retirement and nonqualified solutions at Morgan Stanley at Work, a division of Morgan Stanley’s wealth management arm that provides workplace financial solutions. Those connections could lead to more individual clients, […]
Forbes: James St. Aubin on the Benefits of Bond Laddering
Carving out a chunk of your nest egg to buy debt securities that you hold until maturity offers [...]
St. Aubin on Morningstar Markets Brief: “Tectonic shifts in forecasting Fed policy”
Tech stocks benefited as investors flooded into the beaten-up group, expecting it to benefit from a [...]
Sierra’s CIO, James St. Aubin, Talks Rising Inflation on the Wall Street Journal
Families are flush with cash, so higher interest rates have done less to deter them from spendi [...]
Sierra’s CIO, James St. Aubin on Barron’s: Lessons Learned From Retail Earnings Season
“The consumer just hasn’t puckered up,” said James St Aubin, chief investment officer at [...]
Sierra Investment Insights
Stay current on Sierra Investment news, thought leadership, industry happenings, upcoming events, and much more.
March Market Madness
In light of the turmoil in the banking sector, some have called the March Federal Open Market C [...]
Ways We Help
From helping to protect your investments from setbacks to providing personalized client service [...]
2022 Sierra Market Update
Here is a quick 2-minute market video update on our programs from Doug Loeffler EVP of Investment M [...]
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 [...]