Resources
Resources
Sharing our perspective with Top Financial and Business Media.
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.
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.
James St. Aubin featured on Money Life Podcast
Wall Street stocks ended lower in choppy trading on Tuesday as Treasury yields climbed, with investors weighing the likely path of interest rates in a resilient U.S. economy with persistent inflation.
Navigating Market Volatility: James St. Aubin featured on NYSE’s FINTECH.TV
Wall Street stocks ended lower in choppy trading on Tuesday as Treasury yields climbed, with investors weighing the likely path of interest rates in a resilient U.S. economy with persistent inflation.
James St. Aubin featured in Business Insider on Potential Investor Impacts and Responses to Trump’s Tariff Talks
Wall Street stocks ended lower in choppy trading on Tuesday as Treasury yields climbed, with investors weighing the likely path of interest rates in a resilient U.S. economy with persistent inflation.
James St. Aubin featured on Nasdaq’s Just For Funds
Sierra CIO joined Nasdaq’s Just for Funds to discuss the firm’s distinctive risk-managed investment approach.
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.
