Resources
Resources
Sharing our perspective with Top Financial and Business Media.
California Municipal Bond Program Details
View Details The Sierra California Municipal Bond Program (the “Program”) has two objectives, to provide total return and to limit exposure to downside risk. The Program offers
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.
Sierra Chief Investment Officer, James St. Aubin, weighs tariff and policy risks in Fortune
James St. Aubin cautions that the “Kevlar economy” storyline can breed complacency—especially if valuations, credit spreads, and risk premia don’t reflect potential shocks.
James St. Aubin shares insights with MarketWatch as investors navigate a week filled with potential risk
St. Aubin warns: “Any time you have high valuations, you should be on guard for surprises. The biggest risk is that all of this optimism is already priced into markets.”
Tactical Bond Program Details
View Details The Sierra Tactical Bond Program (the “Program”) has two objectives, to provide total return and to limit exposure to downside risk. The Program offers exposure
CIO James St. Aubin urges caution as falling correlations meet lingering inflation risks
In a recent Bloomberg article, “Trump Threats, Fed Feuds Fail to Break Markets as Logic Prevails,” Denitsa Tsekova spoke with CIO James St. Aubin, exploring why markets are showing remarkable resilience despite political noise, tariff threats, and central bank infighting.
Strategic Income Program Details
View Details The Sierra Strategic Income Program (the “Program”) has two objectives, to provide total return and to limit exposure to downside risk. The Program offers exposure
Municipal Bond Program Details
View 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