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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.
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.
Founded in
by David C. Wright & Kenneth L. Sleeper
$
Assets Under Management across all affiliates*
(as of 12/31/2023)
Proud to Serve
Families’ Investment Needs
Dedicated
to Client Service Excellence
The Investment Management Team Convenes
to Review All Portfolios and All Buy and Sell Signals
*inclusive of Reg AUM for Sierra Investment Management, Inc, Ocean Park Asset Management, LLC and Ocean Park Asset Management, Inc.
3420 Ocean Park Boulevard
Suite 3060
Santa Monica, CA 90405
(310) 452-1887
info@sierrainvestment.com
© SIERRA INVESTMENT MANAGEMENT. TERMS & PRIVACY
Sierra Investment Management, Inc. (“Sierra”), is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Sierra, please contact Sierra or refer to the Investment Adviser Public Disclosure website.
3420 Ocean Park Boulevard
Suite 3060
Santa Monica, CA 90405
(310) 452-1887
(310) 452-2680
info@sierrainvestment.com
© SIERRA INVESTMENT MANAGEMENT. TERMS & PRIVACY
Sierra Investment Management, Inc. (“Sierra”), is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Sierra, please contact Sierra or refer to the Investment Adviser Public Disclosure website.
