FAQs

Yes. We can set up monthly (or quarterly, or semi-annual) deposits directly into your checking account. There is no charge unless you require a rush, overnight withdrawal.

Yes. We provide you access instructions so you can view your portfolio any time, day or night, on the TD Ameritrade website, www.advisorclient.com. Or you can call us toll free at (800) 729-1467 during the workday to obtain account information.

Yes. Once we help you set up your initial request, this can be done automatically thereafter.

Your account is typically custodied at TD Ameritrade Clearing, Inc. (TDAC). Your account is always in your name and never co-mingled.

Because of Sierra’s success, we launched three publicly-traded mutual funds. Both funds have the goals of capital preservation and targeted annual returns. More information about the Sierra Mutual Funds is available at www.sierramutualfunds.com.