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

Morningstar

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 ultimately change the economic fundamentals on which investment decisions are made, instead, create buying opportunities. “Knee-jerk reactions can be fraught with error,” says James […]

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

ThinkAdvisor

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. According to Schweiss and others, today’s wealth management professional is expected by clients to be many things — a financial planner, […]

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

ThinkAdvisor

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, Cambridge, Advisor Group and others. According to Schweiss, the firm’s focus on serving RIA clients continues to give him a powerful […]

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

Investment News

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 managing money. The thoughts and opinions expressed in the segment are solely those of the person speaking as of 1/31/2023, and not necessarily […]

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

Money Life with Chuck Jaffe

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 market “to show some productive trends” is a sound strategy for current conditions. St. Aubin says that […]

Sierra EVP of Investments on Money Life Podcast

Money Life with Chuck Jaffe

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 volatility. The thoughts and opinions expressed in the segment are solely those of the person speaking as of 5/25/2022.

Sierra’s David Wright talks to Business Insider

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 losses in a downturn, and his thoughts on the possibility of an extended bear market. The thoughts and opinions expressed […]

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. The thoughts and opinions expressed in the segment are solely those of the persons speaking as of […]

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. The thoughts and opinions expressed in the segment are solely those of the persons speaking as of 12/28/2021.

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The Sierra Mutual Funds are managed by Ocean Park Asset Management, LLC, an affiliate of Sierra Investment Management, Inc.