ThinkAdvisor Interview With Skip Schweiss: “2023 Is the Year of the TAMP”
Experts from a diverse set of firms have emphasized the point in recent discussions with ThinkAdvisor, including Skip Schweiss, the current CEO of Sierra Investment Management and former president of TD Ameritrade Trust Co. According to Schweiss and others, today’s wealth management professional is expected by clients to be many things — a financial planner, […]
ThinkAdvisor Interview With Skip Schweiss: “Do This Instead of Moving Up Market”
As of early 2023, Sierra’s TAMP solutions are distributed under the Ocean Park name on both the Envestnet and Orion platforms, as well as on all the major independent broker-dealer platforms, including LPL Financial, Cambridge, Advisor Group and others. According to Schweiss, the firm’s focus on serving RIA clients continues to give him a powerful […]
Sierra CEO Skip Schweiss on ‘IN the Office’ with Gregg Greenberg
Sierra Investment Management CEO Skip Schweiss sits down with InvestmentNews anchor Gregg Greenberg to discuss the importance of having a ‘sell discipline,’ as well as why Sierra utilizes a rules-based methodology for managing money. The thoughts and opinions expressed in the segment are solely those of the person speaking as of 1/31/2023, and not necessarily […]
Sierra’s CIO James St. Aubin on Money Life Podcast (Podcast Segment, 9/26/22)
James St. Aubin, Chief Investment Officer for the Sierra Mutual Funds, believes that investors can win by not losing, and while holding cash won’t keep pace with high inflation, he says being on the sidelines waiting for the market “to show some productive trends” is a sound strategy for current conditions. St. Aubin says that […]
Barron’s: Sierra Makes 2 Key Hires As It Plans Further Growth
Sierra Investment Management hired two new investment professionals for its leadership team as it seeks to expand its asset management operations and client services. The firm is part of the Sierra Group of Companies, which last year hired former TD Ameritrade executive Skip Schweiss as its chief executive officer. Sierra was co-founded by Kenneth Sleeper […]
James St. Aubin joins LA-based $9bn RIA as CIO | Citywire (7-26-2022)
‘Ken, Dave and I speak for the whole Sierra team as we welcome James and Ryan to the team with no small measure of excitement,’ Schweiss stated. ‘Both have impressive backgrounds in the investing world and in asset allocation in particular. Their views align with Sierra’s tactical approach, and we look forward to them playing […]
Sierra’s Dave Wright Discusses Moving Stock Holdings to Cash during Bear Market | Insider (6-24-2022)
Many of the hedge funds and investment firms that have held up during this year’s market bloodbath proactively trimmed their stock holdings in favor of cash. An asset manager who has beaten 91% of his peers during the bear market recently told Insider over 50% of his fund is in cash, with just 3% in […]
Co-founder David Wright: How to Be a ‘Genius’ in a Bear Market | Bloomberg Wealth (6-16-2022)
“If you’re ever in doubt, or if your brain is saying, ‘What if I just keep holding this stock for a few more days?,’ if you want to be a genius, sell half of your position,” said David Wright, co-founder of Sierra Investment Management. “You’re a genius if the market recovers, because you haven’t sold […]
Sierra EVP of Investments on Money Life Podcast
Sierra EVP of Investment Management, Doug Loeffler, joins Chuck Jaffe’s Money Life podcast to discuss the current state of the markets and how we are using our rules-based investment disciplines to help navigate the current volatility. The thoughts and opinions expressed in the segment are solely those of the person speaking as of 5/25/2022.
Sierra’s David Wright talks to Business Insider
“We’re in the early phases of the deepest bear market of my life.” Sierra Co-Founder, David Wright, talked with Business Insider about the current state of the markets, what strategies he’s using to help minimize losses in a downturn, and his thoughts on the possibility of an extended bear market. The thoughts and opinions expressed […]
