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.
James St. Aubin shares market insight with CNN Business
CIO James St. Aubin was featured in a recent CNN Business article covering market expectations ahead of the Fed’s latest policy decision.
James St. Aubin featured on Money Life Podcast
James St. Aubin recently joined Chuck Jaffe on the Money Life podcast to discuss the current investment landscape amid ongoing tariff uncertainties.
Navigating Market Volatility: James St. Aubin featured on NYSE’s FINTECH.TV
James St. Aubin joined a panel hosted by Orion Wealth to unpack today’s complex market conditions.
James St. Aubin featured in Business Insider on Potential Investor Impacts and Responses to Trump’s Tariff Talks
CIO James St. Aubin gives his thoughts and poses potential trade tips in light of Trump’s recent tariff actions.
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”).