1-10 of 35 results
David Wright of Sierra Investment Management named to the Forbes’ List of Best-In-State Wealth Advisors
Press Release | March 24, 2021 |
Santa Monica, CA (February 23, 2021) – Forbes revealed their 2021 Best-In-State Wealth Advisors ranking and David C. Wright, Co-Founder and Portfolio Manager of Sierra Investment Management has been named to the list for California. The ranking of financial advisors is based on both qualitative and quantitative measures rated as important to clients.
In the News | January 22, 2021 |
Sierra CIO Terri Spath gives her thoughts on some asset classes that may be attractive in the New Year while also mitigating market risks.
In the News | November 1, 2020 |
�Terri Spath gives her thoughts on the possible post-election landscape and how it may impact investors.
In the News | October 5, 2020 |
Terri Spath gives her throughs on Where to Invest $10k Right Now to Bloomberg News. (10/5/20)
Barron's Names Sierra's David Wright to 2020 "Top 100 Independent Financial Advisors" Ranking for Fifth Time
Press Release | September 29, 2020 |
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 for a fifth time.
Commentary | September 22, 2020 |
The run-up to the U.S. Presidential election has historically contributed to heightened volatility in the capital markets. Given how volatile 2020 has been thus far, should we consider sitting on the sidelines in cash? Ken and Terri share their unique insights in this week's Market Minute.
Commentary | September 17, 2020 |
Investment Commentary: CIO Terri Spath covers the current state of the markets, and gives three possible ways to participate in investment returns while keeping a close eye on risk.
Sierra Investment Management named to the Financial Times 300 Top Registered Investment Advisors for Third Consecutive Year
Press Release | August 14, 2020 |
Sierra was once again named in the Financial Times Top 300 RIA's in the U.S.