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Sierra Investment Management: Capabilities Brochure

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CONFIDENCE IN OUR PROCESS

Based in Santa Monica, California, 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.

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.