The Good, the Bad, the Ugly of the COVID-19 Recovery
Market-leading investment solutions backed by decades of strategic research and analysis. Sierra offers programs that suit the risk tolerance of conservative investors.
LEARN MOREView our appearances on CNBC, PBS Nightly Business Report, Kiplinger, MoneyLife Podcast and more…
READ MOREIt is a tremendous point of pride to be amongst
the top advisors across the USA
Sierra's Co-Founder and Managing Director, Dr. Ken Sleeper, joined Orion's The Weighing Machine podcast to talk about the current market outlook, active management, and our truly tactical rules-based investment disciplines.
Sierra's EVP of Investment Management sits down with Chuck Jaffe to discuss Sierra's investment disciplines, how we focus on managing risk, and provide thoughts on the current environment in the markets.
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.
LEARN MORE“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
Commentary | July 22, 2021 |
Economic shutdowns due to the spread of COVID-19 last year led to significant drops in equity and other risk assets’ prices. This week's Market Minute with Executive Vice President of Investment Management, Doug Loeffler, covers the signs of economic and market improvement, but also some signs that are bad and even ugly for the post-COVID recovery.
Press Release | March 24, 2021 |
Santa Monica, CA (February 23, 2021) – Forbes revealed their 2021 Best-In-State Wealth Advisors ranking and David C. Wright, Co-Founder and Portfolio Manager of Sierra Investment Management has been named to the list for California. The ranking of financial advisors is based on both qualitative and quantitative measures rated as important to clients.