Resources
Resources
Sharing our perspective with Top Financial and Business Media.
Donor-Advised Fund Solutions
A simple, flexible and tax-efficient option to donate to your favorite charities.
Inheritance Checklist
If you are the heir to an inheritance, you may feel overwhelmed by the decisions ahead of you. Working with an independent financial advisor can be beneficial to you and your investments as you plan a course of action.
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.
James St. Aubin Featured in Bloomberg on the Flight to Cash in 2025
With Jerome Powell ruling out a rescue mission this week and incurring the wrath of Donald Trump, Wall Street is desperate for a lifeline as tariff-lashed markets slide anew.
TradeTalks: Sierra CIO on the Evolving Bond Market Landscape
Sierra CIO James St. Aubin joined Nasdaq’s TradeTalks to explore the evolving dynamics of today’s bond market.
Form ADV Part 2B Brochure Supplement
This brochure supplement provides information about the Sierra Investment team that supplements the Sierra Investment Management, LLC brochure.
Business Insider Highlights James St. Aubin on Inflation and U.S. Debt Risks
In a recent article from Business Insider, Sierra CIO, James St. Aubin, warns that unchecked debt could erode U.S. credibility in global markets.
Investment Program Summary
We deploy our tactical, rules-based process across asset classes and spectrums of risk.
