Invest wisely. Rest easy.

Market-leading investment solutions backed by decades of strategic research and analysis. Sierra offers programs that suit the risk tolerance of conservative investors.


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

A Tactical Strategy for Current Volatility

Commentary | May 22, 2019 | By Terri Spath

From basketball to tennis or chess to tic-tac-toe, winning a game involves strategic decisions, probability analysis and math.

Bloomberg News Online: Fundamentals Remain Intact (Radio)

News Article | May 7, 2019 | By Sierra Investment Management

CIO Terri Spath reviews leading indicators she keeps watch on that warn of a possible recession ahead.

MM: Breaking Down Bond Benchmarks

Video | May 3, 2019 | By Terri Spath

Bond benchmark investing can come along with some unintentional risks.

Sierra Named in 2018 Financial Times “300 Top Registered Investment Advisers in the US”

Press Release | July 24, 2018 | By Sierra Investment Management

Sierra was again named in the Financial Times Top 300 RIA's in the U.S.