Supporting the Protection of Wealth for Over 35 Years
Over 160 years of combined experience.
As Seen In
Time-Tested
Investment Strategies
For over three decades, Sierra has been a pioneer in tactical, global, multi-asset-class portfolio management. We focus on serving the needs of investors whose primary objective is to preserve capital and achieve a moderate return on their investment. Our integrated approach to risk management and our excellent long-term track record have made us a trusted partner to investors nationwide. Let us help you find the solution that is right for your investment goals.
"Our first priority
is to keep our clients
out of trouble."
Founded in
1987
by David C. Wright
& Kenneth L. Sleeper
Over
5.9 B
Assets Under Management across all affiliates*
*inclusive of Reg AUM for Sierra Investment Management, Ocean Park Asset Management and Wright Fund Management.
Proud to Serve
400+
Families’ Investment Needs
Dedicated
24/7
to Client Service Excellence
Investment Team Reviews
Every Holding
Every Business Day
In the Press
Sierra CIO on MarketWatch: More Stocks Taking the S&P Stage But Big Tech is Still Big Dog
A rally in Big Tech stocks received most of the credit for driving global markets higher this week. But in the U.S., they couldn’t have done it without a little help from their friends. As the S&P 500 SPX booked its best weekly advance since early January, one detail set this week apart: All 11 […]
James St. Aubin Shares Important Investing Lessons on Excess Returns Podcast
The hosts of Excess returns have now conducted over 100 interviews on their podcast At the end of a [...]
MarketWatch: In Wake of Nasdaq Losing Streak, Sierra CIO Says Investors Should Be Patient
The highflying technology stocks that drove much of the US stock market's advance in 2023 are strug [...]
MarketWatch Gets James St. Aubin’s Take on the “January Effect”
US stocks capped off a wild 2023 with a two-month sprint that has carried the Dow to record highs a [...]
Sierra CIO to Wall Street Journal: “Corporate Debt Markets Face the Most Acute Threat This Year”
Access to this article may require a subscription A resilient US economy and cooling inflation f [...]
Sierra Investment Insights
Stay current on Sierra Investment news, thought leadership, industry happenings, upcoming events, and much more.
Ways We Help
From helping to protect your investments from setbacks to providing personalized client service [...]
Disciplined Risk Management
The Investment Management Team convenes every day to review all portfolios and all Buy and Sell [...]
Time Tested Strategies
Sierra Investment Management provides tactical, global, multi-asset portfolio management Since [...]
Donor-Advised Fund Solution
A Simple, Flexible And Tax-Efficient Way To Donate To Your Favorite Charities 0294-SI00X [...]