Supporting the Protection of Wealth for Over 35 Years

Markets and Economies Are Giving Mixed Signals

Invest Wisely. Rest Easy.

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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.

Our Strategies

"Our first priority
is to keep our clients
out of trouble."
- David C. Wright, JD

Founded in


by David C. Wright
& Kenneth L. Sleeper



Our Benchmarks in


5.5 B

Assets Under Management

(as of 12/31/22)

Proud to Serve


Families’ Investment Needs



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, […]

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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 [...]

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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 [...]

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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 [...]

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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 [...]

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Sierra Investment Insights

Stay current on Sierra Investment news, thought leadership, industry happenings, upcoming events, and much more.

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March Market Madness

In light of the turmoil in the banking sector, some have called the March Federal Open Market C [...]

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Ways We Help

From helping to protect your investments from setbacks to providing personalized client service [...]

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2022 Sierra Market Update

Here is a quick 2-minute market video update on our programs from Doug Loeffler EVP of Investment M [...]

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Commentary: Markets and Economies Are Giving Mixed Signals

June 2022 | Doug Loeffler, EVP Investment Management Most asset classes globally fell sharply in [...]

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Sierra Market Update | Municipal Bonds

Sierra EVP of Investments, Doug Loeffler, gives his thoughts on Municipal Bonds and the current sta [...]

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Questions About All the Market Volatility

The first month of 2022 turned out to be a volatile one We've received several questions about [...]

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