Sierra Named to"Top 100 Independent Financial Advisors" for Fifth Time  

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Top 100 Independent Financial Advisors

Top 300 Financial Advisors 2018, 2019, 2020

Best-in-State Wealth Advisors 2020
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Bloomberg Daybreak Asia: Terri Spath on the Markets

Terri Spath, CIO, at Sierra Investment, discusses her market outlook with Doug Krizner and Paul Allen on Bloomberg Daybreak Asia.

CNBC: Near-term risks deserve monitoring, says investment strategist (Video)

CNBC’s Kelly Evans breaks down investment strategies with Mark Luschini of Janney Montgomery Scott and Terri Spath of Sierra Investment Management.

APPROACH

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.

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“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

RECENT UPDATES
Barron's Names Sierra's David Wright to 2020 "Top 100 Independent Financial Advisors" Ranking for Fifth Time

Press Release | September 29, 2020 | By Sierra Investment Management

Santa Monica, CA (September 29, 2020) – Sierra Investment Management today announced that managing director and co-founder David Wright has been named to Barron’s Top 100 Independent Financial Advisors for a fifth time.

Sierra's Market Minute: Election Day Volatility Concerns

Commentary | September 22, 2020 | By Sierra Investment Management

The run-up to the U.S. Presidential election has historically contributed to heightened volatility in the capital markets. Given how volatile 2020 has been thus far, should we consider sitting on the sidelines in cash? Ken and Terri share their unique insights in this week's Market Minute.

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