Press Release | February 26, 2015 |
Santa Monica, CA (February 26, 2015): The Sierra Group of Companies today announced that Barron’s named Dave Wright to its 2015 Top 1,200 Advisors list, which appeared in the February 23, 2015 issue.
“We are honored to be included on Barron’s list,” said Mr. Wright, Managing Director of Sierra. “Since Ken Sleeper and I founded Sierra in 1987, we’ve served conservative clients by focusing on limiting risk and preserving their hard-earned money. They need their wealth to last a lifetime.
Although my name appears on the list, it’s truly a team effort at Sierra.
Ken Sleeper and I take the view that we cannot control or manage returns — the stock, bond, currency and commodity markets fluctuate significantly and unpredictably — but we can manage downside risk. And we believe our first priority is to keep clients out of trouble.”
The rankings covered independent as well as Wall Street firms, and were based on assets under management, revenue generated by advisors for their firms, and quality of practices. Barron’s also examined regulatory records, internal company documents, and extensive questionnaires completed by the advisors.
About The Sierra Companies
The Sierra Group of Companies 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, we have fine-tuned an investment approach specifically designed to help our clients enjoy a relaxing, worry-free future by focusing on reducing downside risk. Using decades of strategic research and our proven risk management disciplines, we help our 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 $2.4 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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