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.
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.
Form ADV Part 2 Brochure
This Firm Brochure (“Brochure”) provides information about the qualifications and business practices of Sierra Investment Management, LLC (“Sierra”).
