Supporting the Protection of Wealth for Over 35 Years

Markets and Economies Are Giving Mixed Signals

Invest Wisely. Rest Easy.

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About Sierra Investment Management

Our disciplined investment approach has helped individual investors weather the severest storms, from market crashes to major selloffs and pandemics. When a market drop meets our predetermined sell signals, we move swiftly to reallocate our clients’ assets. When the storm passes, we’re just as disciplined about buying back in at the right time.

In a world of options, distractions, and speculations, Sierra Investment Management has stood strong, stable, and disciplined, partnering with clients to grow and protect their wealth for the long term.

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

Bloomberg and St. Aubin: Adversity for Apple Inc. if China Expands iPhone Bans

Access to this article may require a subscription. In a span of two days, Apple Inc. has seen roughly $200 billion (about the size of the whole of McDonald’s Corp.) of its market value wiped out. And it looks like the blame rests with China, which announced plans to expand a ban on the use […]

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MMI/Barron’s Names Sierra as 2023 Industry Awards Finalists

The annual MMI/Barron's Industry Awards recognize innovation and leadership in the investment advis [...]

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St. Aubin on Money Life Podcast: A Mild Recession on the Rise?

James St Aubin, chief investment officer at the Sierra Mutual Funds, says that while convention [...]

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St. Aubin to Wall Street Journal: “U.S. Stocks are really in a difficult position”

Access to this article may require a subscription Jerome Powell’s much-anticipated speech Frid [...]

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Worst Stretch of Losses for Tech Stocks Since December

Access to this article may require a subscription The big question now is whether a further unra [...]

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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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2023 Sierra Update for Clients and Guests

Watch the recording of the 2023 Sierra Update for Clients and Guests, which took place on March 2, [...]

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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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