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Form ADV Part 3 CRS, March 2024

Sierra Investment Management

Download Form Client Relationship Summary Item 1: Introduction Sierra Investment Management, Inc. (“Sierra”) is registered with the Securities and Exchange Commission as an investment adviser. The services offered and fees charged by an investment adviser differ from those of broker-dealers and it is important that you understand the differences. Free and simple tools are available […]

Form ADV Part 2 Brochure

Sierra Investment Management

MATERIAL CHANGES Almost every component of this Sierra Annual Updating Amendment to the Firm Brochure has been modified, in large part to refresh the layout, language used, and approach to discussing each item. Sierra recommends that this Firm Brochure be read in its entirety as a result. While Sierra considers the majority of the changes […]

James St. Aubin Shares Important Investing Lessons on Excess Returns Podcast

Excess Returns

The hosts of Excess returns have now conducted over 100 interviews on their podcast. At the end of all of them, they have asked the same closing question: Based on your experience in markets and your research, if you could teach one lesson to the average investor, what would it be? In this episode, the […]

MarketWatch Gets James St. Aubin’s Take on the “January Effect”

MarketWatch

U.S. stocks capped off a wild 2023 with a two-month sprint that has carried the Dow to record highs and the S&P 500 index to within a whisker of a similar milestone. But after such a powerful advance, some portfolio managers and strategists are concerned that the market could suffer its own post-New Year’s Eve […]

St. Aubin to Schwab Network: “The Unknowns Need to Be Respected”

Charles Schwab

Historically, the end of monetary policy tightening cycles have been an attractive time to own bonds, notes James St. Aubin. He discusses the outlook for rate cuts in 2024. He talks about how investors should avoid getting too complacent about downside risk in the bond market. He then goes over how many rate cuts we […]

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