Resources
We’re your partner on your financial journey, and part of that is giving you the information you need on your investments with us.
Here you will find access to educational materials, investment insights from our CIO, information about our programs, as well as ADV forms and notices.
Sierra Investment Management: Capabilities Brochure
Year Round Personal Finance Guide
A practical, month-by-month framework to help you stay organized and financially prepared throughout the year.
Ways We Can Help
We’re here to help find opportunities that help you make the most of what you’ve built!
Medicare Quick Reference Guide
Quick facts for Medicare in 2026
Social Security Quick Reference Guide
Quick reference guide for social security in 2026.
Tax Facts Quick Reference Guide
2026 Tax facts quick reference - Income, Investment, Estate, Retirement, Social Security
Donor-Advised Fund Solutions
Donor-Advised Fund Solutions are a simple, flexible and tax-efficient option to donate to your favorite charities.
Risk Matters: The Importance of Keeping Losses Small
The investment rate of return necessary to recover the loss or get back on your growth track is larger than the loss.
Inheritance Checklist
If you are the heir to an inheritance, you may feel overwhelmed by the decisions ahead of you. Working with an independent financial advisor can be beneficial to you and your investments as you plan a course of action.
AI's Siren Song: Will the Lure of Blue-Sky Opportunities Lead to Shipwrecks?
James St. Aubin, CIO, uncovers overlooked market dynamics and provides historical perspective that will be of interest to any AI investor.
Ahead of the Curve: What the Warsh Era Means for Markets
Kevin Warsh’s ascendancy to Federal Reserve chair is much anticipated, but what will it mean for the markets?
The Curse of Complacency
The market has been resilient amid the escalating conflict with Iran. Our CIO, St. Aubin, shares his views in his March Investment Insights.
Dangers Lurking Beneath the Surface of the U.S. Labor Market
Find out why financial markets may be underpricing labor market risk in 2026 in our CIO’s February Investment Insights.
The Curse of High Expectations
In January’s Investment Insights, CIO James St. Aubin, gives his views on some of the major risks AI may present to the market.
Will the Fed’s Desire for Neutral Spark Conflict?
CIO James St. Aubin delivers greater visibility into the Fed's rate cut trajectory in the November Investment Insights.
Trick or Treat: Balancing the Potential Promise and Peril of AI
CIO James St. Aubin gives a clear breakdown of AI’s key investment risks and opportunities in October’s Investment Insights.
Leap of Faith
CIO James St. Aubin cautions that, even with inflation still a concern, the Fed must begin lowering rates carefully to protect the economy and investors.
Client Relationship Summary
Client Relationship Summary – Sierra Investment Management, LLC is registered with the Securities and Exchange Commission as an investment adviser.
Form ADV Part 2 Brochure
This Firm Brochure provides information about the qualifications and business practices of Sierra Investment Management, LLC.
Form ADV Part 2B Brochure Supplement
This brochure supplement provides information about the Sierra Investment team that supplements the Sierra Investment Management, LLC brochure.
Investor Privacy Notice
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.