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.
Form ADV Part 2B Brochure Supplement
This brochure supplement provides information about the Sierra Investment team that supplements the Sierra Investment Management, LLC brochure.
Investment Program Summary
We deploy our tactical, rules-based process across asset classes and spectrums of risk.
Risk Matters: The Importance of Keeping Losses Small
The investment rate of return necessary to recover the loss or get back on your growth track is larger than the loss.
If you’re close to retiring or already retired, losing 20% of your money can make it really hard to bounce back.
Municipal Bond Program Details
The Program offers exposure to municipal bonds of any credit quality and maturity.
High Yield Corporate Bond Program Details
The Program offers exposure to high yield corporate bonds.
Conservative Allocation Program Details
The Program offers a diversified multi-asset portfolio designed for investors with a conservative risk profile.
California Municipal Bond Program Details
The Program offers exposure to California municipal bonds.
James St. Aubin talks Q2 earnings and Fed policy with Schwab Network
James St. Aubin joined Schwab Network to talk Q2 earnings, Fed policy, and the real risks that could shake investor confidence.
Sierra CIO speaks to CNN Business: Assessing Fed decisions amid market volatility
James St. Aubin weighed in on the Federal Reserve’s decision to hold rates steady and the growing uncertainty surrounding tariffs in CNN Business.