Our vision is to be the trusted source for investment solutions while providing excellent service to our investors.
What Can You Expect When Choosing Sierra Investment?
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 35+ YEARS
FOUNDED BY DAVID C. WRIGHT, JD & KENNETH L. SLEEPER, MBA, PhD
LOCATED IN SANTA MONICA, CA
$5.6 Billion Assets Under Management
As of 12/31/2021
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
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