About Sierra Investment Management

Since 1987, Sierra has been dedicated to helping investors manage their wealth. Our rules-based investment strategies give you the confidence to relax. For over three decades Sierra has been a pioneer in tactical, global, multi-asset class portfolio management. We pursue positive results through market cycles and are focused on limiting downside risk.

ESTABLISHED IN 1987 SERVING CLIENTS FOR 30+ YEARS

FOUNDED BY DAVID C. WRIGHT, JD & KENNETH L. SLEEPER, MBA, PhD

LOCATED IN SANTA MONICA, CA

$9.6 Billion Assets Under Advisement

As of 9/30/2021

HIGH NET-WORTH CLIENTELE

Our Philosophy

Our focus is to provide innovative investment solutions to conservative investors to help protect their capital from painful setbacks while focusing on generating satisfying returns over the years ahead. This approach has created a robust track record that has affirmed our position as a trusted partner to investors nationwide.

Our Investment Programs

Our unique rules-based investment approach is accessible through a variety of tactical investment strategies designed to target solid returns and strive to achieve low downside risk, so you feel calm and confident in your investments.

Preserving & Growing Client Assets for over 30+ Years!

Sierra Investment Management Timeline

2020
2020
2019
2019
2018
2018
2017
2017
2014
2014
2012
2012
2011
2011
2010
2010
2007
2007

Founded Sierra Mutual Funds to serve mutual fund advisors and their clients who appreciate the importance of total returns and mitigating downside risk.

Launched Sierra Tactical All Asset Fund to provide long-term total return and to limit volatility and downside risk.

2005
2005
2003
2003
1999
1999
1996
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1988
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1987
1987

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