Tactical Bond Program Details
View Details The Sierra Tactical Bond Program (the “Program”) has two objectives, to provide total return and to limit exposure to downside risk. The Program offers exposure to high yield corporate bonds and long-term Treasuries. The Program will tactically allocate between high yield corporate bond funds, long-term Treasury funds, and cash equivalents and/or short term bond funds. […]
Strategic Income Program Details
View Details The Sierra Strategic Income Program (the “Program”) has two objectives, to provide total return and to limit exposure to downside risk. The Program offers exposure to an income-oriented portfolio. Income-oriented asset classes include, but are not limited to, government bonds, corporate bonds, floating rate notes, preferred securities, convertibles and master limited partnerships (MLPs). The Program […]
Municipal Bond Program Details
View Details The Sierra Municipal Bond Program (the “Program”) has two objectives, to provide total return and to limit exposure to downside risk. The Program offers exposure to municipal bonds of any credit quality and maturity. The Program will tactically allocate between municipal bond funds and cash equivalents and/or short term bond funds. The Program may also […]
High Yield Corporate Bond Program Details
View Details The Sierra High Yield Corporate Bond Program (the “Program”) has two objectives, to provide total return and to limit exposure to downside risk. The Program offers exposure to high yield corporate bonds. The Program will tactically allocate between high yield corporate bond funds and cash equivalents and/or short term bond funds. The Program seeks to […]
Conservative Allocation Program Details
View Details The Sierra Conservative Allocation Program (the “Program”) has two objectives, to provide total return and to limit exposure to downside risk. The Program offers a diversified multi-asset portfolio designed for investors with a conservative risk profile. When equities are in an uptrend, the Program targets equity exposure between 15% and 30%. Equity exposure may vary […]
California Municipal Bond Program Details
View Details The Sierra California Municipal Bond Program (the “Program”) has two objectives, to provide total return and to limit exposure to downside risk. The Program offers exposure to California municipal bonds. The Program will tactically allocate between California municipal bond funds and cash equivalents and/or short term bond funds. The Program will invest in both investment […]
Form ADV Part 2 Brochure
This Firm Brochure (“Brochure”) provides information about the qualifications and business practices of Sierra Investment Management, LLC (“Sierra”).
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.
Form ADV Part 3 CRS, October 2024
Client Relationship Summary – Sierra Investment Management, LLC (“Sierra”) is registered with the Securities and Exchange Commission as an investment adviser. The services offered and fees charged by an investment adviser differ from those of broker-dealers and it is important that you understand the differences.
Form ADV Part 2B Brochure Supplement
This brochure supplement provides information about the Sierra Investment team that supplements the Sierra Investment Management, LLC brochure.