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VISIT SIERRA MUTUAL FUNDS
ACCESS YOUR ACCOUNT
VISIT SIERRA MUTUAL FUNDS
ACCESS YOUR ACCOUNT
Investment Insights - January 2025
Chief Investment Officer James St. Aubin reviews 2024 and shares relevant data regarding the 2025 economic and market outlook.
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As Seen In:

Dedicated to You and Your Investment Objectives

Sierra Investment Management provides tactical, global, multi-asset portfolio management. Since 1987, our founders’ rules-based buy-and-sell disciplines have sought to help investors limit downside risk, grow their wealth, and achieve their investment goals.

Our goal is to smooth your financial road while helping accomplish your investment objectives:

Dedicated to You and Your Investment Objectives​

Sierra Investment Management provides tactical, global, multi-asset portfolio management. Since 1987, our founders’ rules-based buy-and-sell disciplines have sought to help investors limit downside risk, grow their wealth, and achieve their investment goals.

Our goal is to smooth your financial road while helping accomplish your investment objectives:

Rules Based, Tactical Discipline Established in

1987

by David C. Wright & Kenneth L. Sleeper

Proud to Serve

350+

Families’ Investment Needs

Dedicated

24/7

to Client Service Excellence

The Investment Management Team Convenes 

Every Day

to Review Buy and Sell Signals

You are now leaving Sierra Investment Management and entering the Charles Schwab client portal.

You are now leaving the Sierra Investment Management, LLC website and entering the Sierra Mutual Funds website.

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