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VISIT SIERRA MUTUAL FUNDS
ACCESS YOUR ACCOUNT
VISIT SIERRA MUTUAL FUNDS
ACCESS YOUR ACCOUNT

Founded With a Focus on Investments

Dedicated towards helping you achieve your investment objectives.

Consistency in Our Process, Opportunity to Relax

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.

A Focus On Limiting Drawdowns

While we can’t control the markets, we can seek to manage the risk of drawdowns through a tactical, rules-based investment process. We pride ourselves on supporting clients in times of high emotion and volatility with the goal to help them avoid potentially damaging portfolio decisions, and we have served our clients through the 2008 Financial Crisis, the COVID-19 pandemic, and the 2022 market and bond sell-offs.

Team-Based Portfolio Management

Our Investment Management Team is comprised of professionals with extensive experience in asset allocation, portfolio construction, analysis, and manager research. The Team convenes every day to review Buy and Sell signals.

A Tactical Approach

Our tactical approach is not aimed at beating “buy and hold.” Instead, we believe portfolios can benefit from a layer of risk management via the daily, tactical management of assets. Rules – not predictions nor emotions – drive our investment decisions, which are made with as little personal input as possible. In times of turbulence and in absence of uptrends across our target investment opportunity set, our strategies can have up to 100% in cash exposure.

Consistency

We believe a manager’s process must be implemented consistently – not in frequent reaction to market news. We do not buy and sell on tips and hunches, nor do we make investment decisions on a case-by-case basis. A consistent investment process, rooted in disciplined risk management, is our hallmark.

Team-Based Portfolio Management

The Investment Team is comprised of professionals with extensive experience in asset allocation, portfolio construction, analysis, and manager research. The Team convenes every day to review Buy and Sell signals.

Investment Management Team

"Our first priority is to keep our clients out of trouble."

– David C. Wright, JD

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