Sierra Investment Management | Municipal Bond Program Details

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VISIT SIERRA MUTUAL FUNDS

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VISIT SIERRA MUTUAL FUNDS

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Municipal Bond Program 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 invest in state-specific municipal bond funds.

The Program seeks to participate opportunistically in municipal bond market uptrends. Cash equivalents and/or short-term bond funds are held in the absence of uptrends in municipal bonds. The Program may hold affiliated funds.

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
info@sierrainvestment.com

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.

Municipal Bond Program Details

You are now leaving Sierra Investment Management and entering the Charles Schwab client portal.

You are now leaving the Sierra Investment Management, LLC website and entering the Sierra Mutual Funds website.

The Sierra Mutual Funds are managed by Ocean Park Asset Management, LLC, an affiliate of Sierra Investment Management, LLC.

Municipal Bond Program Details

You are now leaving Sierra Investment Management and entering the Charles Schwab client portal.

You are now leaving the Sierra Investment Management, LLC website and entering the Sierra Mutual Funds website.The Sierra Mutual Funds are managed by Ocean Park Asset Management, LLC, an affiliate of Sierra Investment Management, LLC.

You are now leaving the Sierra Investment Management, LLC website and entering the Sierra Mutual Funds website.

The Sierra Mutual Funds are managed by Ocean Park Asset Management, LLC, an affiliate of Sierra Investment Management, LLC.