Barron’s Names Sierra’s David Wright to 2021 “Top 100 Independent Financial Advisors” Rankings for Sixth Time
Santa Monica, CA (October 7, 2021) – Sierra Investment Management today announced that managing director and co-founder David Wright has been named to Barron’s Top 100 Independent Financial Advisors for a sixth time. Mr. Wright is ranked 27th out of 100, up from 41st last year.
The Barron’s rankings formula is based on three general categories: assets, revenue, and quality of practice. There are multiple factors and calculations in each of these categories. The rankings reflect the volume of assets under management, revenues, and quality of the advisors’ practices as of June 30, 2021.
“At Sierra, we combine a relentless focus on client service with a unique, rules-based investing process focused on mitigating downside risk and providing satisfying returns over a full market cycle,” said Mr. Wright. “It is once again exciting to see our approach, a natural fit for retirees and conservative investors, validated by both Barron’s Rankings and by our firm’s continued growth. The format for this list at Barron’s is to rank individuals, but of course this ranking reflects the contributions of our entire team, and to an individual we remain committed to surpassing our clients’ expectations in helping them achieve their goals.”
About the Sierra Group:
Since 1987 it has been Sierra’s goal to help retirees and other investors preserve and grow their wealth. Through the years, Sierra has fine-tuned an investment approach specifically designed to limit downside risk and to provide returns that conservative investors would deem satisfying. Using decades of research and proven risk management disciplines, Sierra strives to help its clients meet their investment goals. The Sierra Group currently manages or advises over $8 billion in assets.
Past performance does not guarantee future results and there is no assurance that any investment strategy will achieve its investment objective.
Investors should carefully consider the investment objectives, risks, charges, and expenses of the Sierra Mutual Funds. This and other information about the funds is contained in the prospectuses and should be read carefully before investing. The prospectuses can be obtained on our website sierramutualfunds.com or by calling toll free 1-800-729-1467. The Sierra Mutual Funds are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC.
Neither Sierra Investment Management, Inc., Ocean Park Asset Management, Inc. nor Wright Fund Management LLC are affiliated with Northern Lights Distributors, LLC.