Our firm has been helping conservative investors to preserve and grow their wealth since 1987. Through the years, we have fine-tuned an investment approach specifically designed to help our clients enjoy a relaxing, worry-free future. Our firm not only focuses on creating positive investment outcomes, but we also focus on reducing downside risk. Using decades of strategic research and our firm’s proven risk management disciplines, we help our clients meet specific investment goals.

In today’s volatile market, investors cannot afford to simply track a benchmark — they need to get results. That is why every decision we make is done in an effort to manage client accounts to the following quantifiable goals:

  • Limit downside risk to 4%-5%, even in a bad month or quarter
  • Target an average annual total return of 6%-8% or better, after fees, through a market cycle

Investors are able to access our goals-based investment approach through our wide array of investment programs.

Today, Sierra and its affiliates manage or advise over $3.2 billion in assets for conservative clients. We strive to deliver peace of mind through unusually broad diversification, our risk mitigation disciplines and exceptional client service.

Year Founded


Assets Under Management

Over $3.2 Billion



Firm Vision

Our vision is to be the trusted provider of investment solutions and service excellence for our investors and financial advisors.

As of March  31, 2018.

Although Sierra believes its risk-mitigating disciplines will continue to limit the impact of major market declines, no assurance can be given that these goals can be consistently achieved in the future.