Resources

Our online resources provides access to any Sierra materials you may need.

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1-16 of 16 results


Client Brochure: Time-Tested Investment Strategies

Brochure | June 11, 2021 | By Sierra Investment Management

Our disciplined and rules-based investment strategies give you the confidence to relax.

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Sierra California Municipal Bond Program

Fact Sheet | March 31, 2021 | By Sierra Investment Management

2021 Q1 investment performance

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Sierra Conservative Allocation Program

Fact Sheet | March 31, 2021 | By Sierra Investment Management

2021 Q1 investment performance

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Sierra High Yield Corporate Bond Program

Fact Sheet | March 31, 2021 | By Sierra Investment Management

2021 Q1 investment performance

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Sierra Municipal Bond Program

Fact Sheet | March 31, 2021 | By Sierra Investment Management

2021 Q1 investment performance

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Sierra Strategic Income Program

Fact Sheet | March 31, 2021 | By Sierra Investment Management

2021 Q1 investment performance

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Sierra Tactical Bond Program

Fact Sheet | March 31, 2021 | By Sierra Investment Management

2021 Q1 investment performance

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Risk Matters: The Importance of Keeping Losses Small (flyer)

Solutions | February 5, 2021 | By Sierra Investment Management

This flyer shows why it's important to keep losses small, and the gains needed to break even after a market decline over 2, 5, and 10 year periods.

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How Sierra Can Help You in 2021

Solutions | November 18, 2020 | By Sierra Investment Management

7 ways that we can help you in 2021.

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COVID-19 Consumer Warnings and Safety Tips

Solutions | April 27, 2020 | By Sierra Investment Management

Sierra Investment Management is providing this recent Federal Communications Commission (FCC) report of COVID-19 related fraud attempts as a public service to help you stay safe.

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Coronavirus Resource

Solutions | April 20, 2020 | By Sierra Investment Management

As the COVID-19 pandemic is rapidly changing and evolving, we want to provide you with the latest news from the State and the County of Los Angeles, as well as locally available services to manage daily needs during these difficult times.

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The CARES Act

Solutions | April 14, 2020 | By Sierra Investment Management

7 things you should know about the relief package.

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The Setting Every Community Up for Retirement Enhancement (SECURE) Act

Solutions | February 7, 2020 | By Sierra Investment Management

The SECURE Act, which became effective January 1, 2020, includes several significant changes to federal retirement regulations which may impact you and your family.

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Donor Advised Funds Solution

Solutions | January 1, 2020 | By Sierra Investment Management

A simple, flexible and tax-efficient way to donate to your favorite charities.

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Private Placement Variable Annuity Solution

Solutions | January 1, 2020 | By Sierra Investment Management

How can high net-worth clients reduce their taxes? One solution is a tax-deferred investment that provides a wide array of mutual fund investment options, instead of the very limited menu available in most other variable annuities.

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Custom Lending Solution

Solutions | January 1, 2020 | By Sierra Investment Management

Looking for a flexible, competitive and personalized way to address your cash flow needs? Backed by your Sierra investment account, TD Bank’s secured lending solution could be just what you’re looking for.

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