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.
Time-Tested
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 first priority
is to keep our clients
out of trouble."
Founded in
1987
by David C. Wright
& Kenneth L. Sleeper
Outperformed
All
Our Benchmarks in
2022
Over
5.5 B
Assets Under Management
(as of 12/31/22)
Proud to Serve
400+
Families’ Investment Needs
Dedicated
24/7
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 […]
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 [...]
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 [...]
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 [...]
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 [...]
Sierra Investment Insights
Stay current on Sierra Investment news, thought leadership, industry happenings, upcoming events, and much more.
March Market Madness
In light of the turmoil in the banking sector, some have called the March Federal Open Market C [...]
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, [...]
Ways We Help
From helping to protect your investments from setbacks to providing personalized client service [...]
2022 Sierra Market Update
Here is a quick 2-minute market video update on our programs from Doug Loeffler EVP of Investment M [...]
Commentary: Markets and Economies Are Giving Mixed Signals
June 2022 | Doug Loeffler, EVP Investment Management Most asset classes globally fell sharply in [...]
Sierra Market Update | Municipal Bonds
Sierra EVP of Investments, Doug Loeffler, gives his thoughts on Municipal Bonds and the current sta [...]
Questions About All the Market Volatility
The first month of 2022 turned out to be a volatile one We've received several questions about [...]