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Sierra Investment Management Logo

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:

Founded in

1987

by David C. Wright & Kenneth L. Sleeper

$

5.1B

Assets Under Management Across All Affiliates*

(as of 12/31/2023)

Proud to Serve

350+

Families’ Investment Needs

Dedicated

24/7

to Client Service Excellence

The Investment Management Team Convenes

Every Day

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.

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

You are now leaving the Sierra Investment Management, Inc. 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, Inc.