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Sierra Investment Management

Form ADV Part 2 Brochure

This Firm Brochure (“Brochure”) provides information about the qualifications and business practices of Sierra Investment Management, LLC (“Sierra”).

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Sierra Investment Management

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.

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