Investor Privacy Notice, March 2025
This Privacy Policy explains the manner in which Sierra Investment Management, LLC, collects, utilizes and maintains non-public personal information about investors, both current and former, who are individuals, as required under federal and other applicable data protection laws.
Conservative Allocation Program Details
The Program offers a diversified multi-asset portfolio designed for investors with a conservative risk profile.
Municipal Bond Program Details
The Program offers exposure to municipal bonds of any credit quality and maturity.
Strategic Income Program Details
The Program offers exposure to an income-oriented portfolio.
Tactical Bond Program Details
The Program offers exposure to high yield corporate bonds and long-term Treasuries.
High Yield Corporate Bond Program Details
The Program offers exposure to high yield corporate bonds.
California Municipal Bond Program Details
The Program offers exposure to California municipal bonds.
Form ADV Part 2B Brochure Supplement
This brochure supplement provides information about the Sierra Investment team that supplements the Sierra Investment Management, LLC brochure.
Investment Program Summary
We deploy our tactical, rules-based process across asset classes and spectrums of risk.
Risk Matters: The Importance of Keeping Losses Small
The investment rate of return necessary to recover the loss or get back on your growth track is larger than the loss.
If you’re close to retiring or already retired, losing 20% of your money can make it really hard to bounce back.
