Press Release Archives - Sierra Investment Management

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 Wr [...]

Sierra Chief Executive Officer, Skip Schweiss

Sierra Investment Management Hires Skip Schweiss as First CEO

Santa Monica, CA (August 2021) – Sierra Investment Management, Inc, a firm focused on mitigating downside risk through their tactical investment disciplines, today announced that the firm has hired Skip Schweiss, CFP®, AIF [...]

David C. Wright - Forbes 2021 Best-In-State Wealth Advisors

David Wright of Sierra Investment Management named to the Forbes’ List of Best-In-State Wealth Advisors

Santa Monica, CA (February 24, 2020) – Forbes revealed their 2021 Best-In-State Wealth Advisors ranking and David Wright, Co-Founder and Portfolio Manager of Sierra Investment Management has been named t [...]

Barron’s Names Sierra’s David Wright to 2020 “Top 100 Independent Financial Advisors” Ranking for Fifth Time

Santa Monica, CA (September 29, 2020) – Sierra Investment Management today announced that managing director and co-founder David Wright has been named to Barron’s Top 100 Independent Financial Advisors [...]

Sierra Investment Management named to the Financial Times 300 Top Registered Investment Advisors for Third Consecutive Year

Santa Monica, CA (August 14, 2020) – Sierra Investment Management is proud to announce that the firm has once again been named to the 2020 Financial Times’ list of the top US Independent Registered Advisors The [...]

Sierra Investment Management again named to the FT 300, Financial Times’ List of Top U.S. Investment Advisors

Santa Monica, CA (July 1, 2019) – Sierra Investment Management today announced that it has again been named to 2019, Financial Times’ list of the top US independent registered investment advisors, assessed on traits [...]