Timeline

Sierra Investment Timeline

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1987

Founded Sierra Investment Management, Inc. (SIM)

1988

Founded Ocean Park Asset Management, Inc. (OP)

1994

$50 Million in Assets Under Management (AUM)

1995

Launched SIM and OP Conservative Allocation Programs

1996

$100 Million in AUM

1999

Launched SIM and OP High Yield Corporate Bond Programs

2003

$250 Million in AUM

2005

$500 Million in AUM

2007

Founded Sierra Mutual Funds (SMF) Launched Sierra Tactical All Asset Fund

2010

$1 Billion in AUM & Assets Under Advisement (AUA)

2011

Launched SIM and OP Strategic Income Programs

Launched SMF Sierra Strategic Income Fund

$1.5 Billion in combined AUM & AUA

2012

$2 Billion in combined AUM & AUA

2014

Launched SIM and OP Municipal Bond Programs

2017

$2.5 Billion in combined AUM & AUA

Launched SIM and OP Tactical Bond Programs

2018

$3 Billion in combined AUM & AUA