Press Release | September 14, 2015 |
Santa Monica, CA (September 14, 2015): David C. Wright, Managing Director of Sierra Investment Management, Inc., was named to Barron’s list of the “Top 100 Independent Financial Advisors” in its August 24, 2015 issue. This was the financial magazine’s ninth annual ranking of top independent advisors. Mr. Wright also appeared on the magazine’s 2013 list.
“I am deeply gratified to be included on Barron’s prestigious list, but it’s important to note that our team here at Sierra is deep and talented,” said Mr. Wright. “Since our inception in 1987 we’ve served conservative investors who want to preserve and grow their wealth. We’ve developed and implemented an investment approach designed to limit downside while providing satisfying long-term returns through broad diversification and our unique risk mitigation disciplines.”
Barron’s ranking of the Top 100 independents is based on assets under management, the quality of the advisors’ practices, and the revenue they generate for their firms. As a group, the Top 100 averages 27 years of industry experience and $3.8 billion in client assets under management. Their client rosters average about 1,100 households, and a typical account for one of those households is just over $9 million.
About The Sierra Companies
The Sierra group of companies (Sierra) comprises Sierra Investment Management, Inc., Ocean Park Asset Management Inc., and Wright Fund Management, LLC, which manages the Sierra Mutual Funds. Since 1987 Sierra has been helping retirees and other conservative investors to preserve and grow their wealth. Through the years, Sierra has fine-tuned an investment approach specifically designed to help its clients enjoy a relaxing, worry-free future by focusing on reducing downside risk. Using decades of strategic research and proven risk management disciplines, Sierra helps its clients meet specific investment goals.
Although results cannot be guaranteed, Sierra has been successful in consistently meeting these goals since its inception. Today, Sierra and its affiliates manage or advise over $2.3 billion in assets for conservative clients. Sierra strives to deliver peace of mind through unusually broad diversification, risk mitigation disciplines and exceptional client service.
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