James St. Aubin, Chief Investment Officer at Sierra Investment Management, joined Nasdaq’s Just for Funds to discuss the firm’s distinctive risk-managed investment approach. In the segment, James highlights how tactical strategies are built to help investors navigate uncertain markets by prioritizing downside protection, trend-following, and disciplined risk management.
Watch the full interview to hear how these principles aim to support more resilient portfolios in today’s environment.
3420 Ocean Park Boulevard
Suite 3060
Santa Monica, CA 90405
(310) 452-1887
[email protected]
© SIERRA INVESTMENT MANAGEMENT. TERMS & PRIVACY
Sierra Investment Management, LLC (“Sierra”), is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Sierra, please contact Sierra or refer to the Investment Adviser Public Disclosure website.
Prior to a reorganization on October 1, 2024, Sierra Investment Management, LLC operated as Sierra Investment Management, Inc.
3420 Ocean Park Boulevard
Suite 3060
Santa Monica, CA 90405
(310) 452-1887
(310) 452-2680
[email protected]
© SIERRA INVESTMENT MANAGEMENT. TERMS & PRIVACY
Sierra Investment Management, Inc. (“Sierra”), is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Sierra, please contact Sierra or refer to the Investment Adviser Public Disclosure website.