investing Archives - Sierra Investment Management

Sierra’s CIO James St. Aubin Discusses the War in Ukraine, European Stocks on Morningstar Markets Brief

The strength in global markets demonstrates what many investment strategists noted a year ago when the war started: Geopolitical events might trigger emotional responses that jolt markets temporarily, but they don’t ultimat [...]

ThinkAdvisor Interview With Skip Schweiss: “2023 Is the Year of the TAMP”

Experts from a diverse set of firms have emphasized the point in recent discussions with ThinkAdvisor, including Skip Schweiss, the current CEO of Sierra Investment Management and former president of TD Ameritrade Trust Co [...]

Sierra Chief Executive Officer, Skip Schweiss

ThinkAdvisor Interview With Skip Schweiss: “Do This Instead of Moving Up Market”

As of early 2023, Sierra’s TAMP solutions are distributed under the Ocean Park name on both the Envestnet and Orion platforms, as well as on all the major independent broker-dealer platforms, including LPL Financial, Cambri [...]

Sierra CEO Skip Schweiss on ‘IN the Office’ with Gregg Greenberg

Sierra Investment Management CEO Skip Schweiss sits down with InvestmentNews anchor Gregg Greenberg to discuss the importance of having a 'sell discipline,' as well as why Sierra utilizes a rules-based methodology for managin [...]

Sierra’s CIO James St. Aubin on Money Life Podcast (Podcast Segment, 9/26/22)

James St Aubin, Chief Investment Officer for the Sierra Mutual Funds, believes that investors can win by not losing, and while holding cash won't keep pace with high inflation, he says being on the sidelines waiting for the marke [...]

Sierra EVP of Investments on Money Life Podcast

Sierra EVP of Investment Management, Doug Loeffler, joins Chuck Jaffe’s Money Life podcast to discuss the current state of the markets and how we are using our rules-based investment disciplines to help navigate the current vol [...]

Sierra’s David Wright talks to Business Insider

“We’re in the early phases of the deepest bear market of my life” Sierra Co-Founder, David Wright, talked with Business Insider about the current state of the markets, what strategies he’s using to help minimize lo [...]

Sierra’s David Wright on Bloomberg Markets

Sierra Co-Founder, David Wright, joins Bloomberg Markets to discuss the current market volatility and where he thinks the bottom will be, provides his thoughts on the bond market, and why we use stops to help limit downside risk [...]

Sierra’s David Wright on Excess Returns Webcast (12/28/21)

Sierra Co-Founder, David Wright, joins the Excess Returns show to discuss the current markets and our truly tactical rules-based investment disciplines VIEW HERE The thoughts and opinions expressed in the segment are sole [...]