Resources
Resources
Sharing our perspective with Top Financial and Business Media.
Sierra Investment Management: Capabilities Brochure
Based in Santa Monica, California, Sierra Investment Management provides tactical, global, multi-asset portfolio management.
Form ADV Part 2 Brochure
This Firm Brochure (“Brochure”) provides information about the qualifications and business practices of Sierra Investment Management, LLC (“Sierra”).
Investor Privacy Notice, March 2025
This Privacy Policy explains the manner in which Sierra Investment Management, LLC, collects, utilizes and maintains non-public personal information about investors, both current and former, who are individuals, as required under federal and other applicable data protection laws.
Form ADV Part 3 CRS, October 2024
Client Relationship Summary – Sierra Investment Management, LLC (“Sierra”) is registered with the Securities and Exchange Commission as an investment adviser. The services offered and fees charged by an investment adviser differ from those of broker-dealers and it is important that you understand the differences.
Form ADV Part 2B Brochure Supplement
This brochure supplement provides information about the Sierra Investment team that supplements the Sierra Investment Management, LLC brochure.
Investment Program Summary
We deploy our tactical, rules-based process across asset classes and spectrums of risk.
Sierra Investment Management: Capabilities Brochure
Based in Santa Monica, California, Sierra Investment Management provides tactical, global, multi-asset portfolio management.
James St. Aubin Featured across Multiple TS2 Articles in October
James St. Aubin offers perspectives on the factors shaping today’s markets, from tariff uncertainty to the evolving AI trade.
Tariff Threats, Market Turbulence: James St. Aubin Weighs the Implications
James St. Aubin discusses how the threat of 100% tariffs on China is impacting market sentiment and driving heightened volatility.
Reuters: James St. Aubin on tariff risk, valuations, and why AI remains a key market driver
St. Aubin noted that tariff headlines may introduce volatility, but the broader AI narrative could remain an important market driver.
Sierra CIO Featured in Reuters on CPI Relief and Market Reaction
James St. Aubin, CIO at Ocean Park, was featured in Reuters following a softer July CPI and a rally to fresh index highs.
James St. Aubin featured in Bloomberg on investor skepticism toward global bonds and the dollar’s durability
In a recent Bloomberg article, James St. Aubin, CIO at Sierra, points out why U.S. investors still hesitate to embrace global bond funds, even after a year of strong performance.