Sierra Again Named to the Financial Times 300 Top U.S. Investment Advisors

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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

Plug Your Portfolio

Commentary | October 21, 2019 | By Terri Spath

Investment Commentary: Chief Investment Officer Terri Spath talks about potential ways to guard against drawdowns and market risk in the current environment.

Yahoo Finance: Market Check: Stocks rise after Fed cuts rates for second time

News Article | September 19, 2019 | By Sierra Investment Management

CIO Terri Spath appeared on Yahoo Finance's Market Check to talk about the Fed's second interest rate cut.

CNBC: Investors shouldn't ignore bond market warnings, CIO says

Video | September 5, 2019 | By Sierra Investment Management

Terri Spath joins "Squawk Box" to give her reactions to the markets moving higher in the first week of September after a rough start.

Sierra Investment Management again named to the FT 300, Financial Times’ List of Top U.S. Investment Advisors

Press Release | July 1, 2019 | By Sierra Investment Management

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