Press Release | June 30, 2014 |
Santa Monica, CA (June 30, 2014) – The Sierra Group of Companies today announced that it has been named to the Financial Times’ FT 300 Top Registered Investment Advisers in the US, based on data gathered by The Financial Times from over 2,000 RIA firms that manage over $300 million.
“We are deeply gratified to be included on this list,” said David Wright, Managing Director of Sierra. “Since our inception in 1987, we’ve focused on serving the needs of conservative investors who want to preserve capital and achieve satisfying returns on their investments. Being included on this list affirms our rigorous, time-tested investment process and speaks to our talented and experienced team.”
The FT graded advisers on six factors: adviser assets under management, asset growth, the firm’s years in existence, industry certifications of key employees at the firms, SEC compliance record and online accessibility. The FT 300 is presented as an elite group, not a competitive ranking of 1 to 300.
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 $2.2 billion in assets for conservative clients. Sierra strives to deliver peace of mind through unusually broad diversification, risk mitigation disciplines and exceptional client service.
About Financial Times
The Financial Times is one of the world’s leading news organisations, recognised internationally for its authority, integrity and accuracy. It is part of Nikkei Inc., which provides a broad range of information, news and services for the global business community.