Who We Serve


For over 30 years, Sierra Investment Management has been helping people across Southern California to preserve and steadily grow their wealth. Our clients are conservative investors, often retirees, with a minimum of $1 million per household for new clients.

Like us, our clients favor a conservative approach focused on limiting risk and preserving their hard-earned money. Looking for a way to make their wealth last a lifetime, they look to Sierra to achieve satisfying returns and to provide strong downside protection. Striving for positive investment outcomes and providing personalized service and support, Sierra offers its clients peace of mind.