True Diversification is a Process, Not a Set of Assumptions
Commentary | March 25, 2019 |
A simple definition of investment diversification is conveyed in the overused statement, “don’t put all your eggs in one basket.”
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.
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
RECENT UPDATES
MM: The Cycle of Market Emotions
Video | March 1, 2019 |
Emotions often play a big role in an investors decision making.
Sierra Named in 2018 Financial Times “300 Top Registered Investment Advisers in the US”
Press Release | July 24, 2018 |
Sierra was again named in the Financial Times Top 300 RIA's in the U.S.
Shaking Up the Market for Municipal Bonds
News Article | December 16, 2017 |
Barron’s (December 16, 2017): All politics are local, according to the famous dictum of Reagan-era House Speaker Tip O’Neill.