Services

Personalized wealth management services tailored to your needs.

A Passionate Commitment to Personal Service

Based in Santa Monica, California, Sierra Investment Management has been dedicated to helping investors manage their wealth for over three decades. We are committed to the highest level of client service, and, throughout your relationship with Sierra, your needs are our first priority.

Our Services Include:

Personalized service and assistance – when you call, you’ll speak with someone you know and who knows you. We offer one-to-one help with services such as monthly income needs, tax reporting, withdrawals and transfers.
Client reporting and timely investment insights from the Investment Management Team regarding performance and trends. Client reports are issued quarterly or more often, if needed.
Personal meetings to review your investment goals, suitability, account allocations, and performance with a frequency that meets your needs.
Client events and other opportunities to help keep you informed and connected with the Investment Management Team, client service associates, and other Sierra clients.

Ask us for information about tax advantaged investment strategies and programs.

Municipal Bond Program
California Municipal Bond Program
Private Placement Variable Annuity (PPVA)
Donor Advised Funds

Ways We Can Help

Tax Efficient Investing

Tax Efficient Investing*

Maximize your returns with our tax efficient investing options, offering tax-exempt dividends and interest at both state and federal levels.

Any capital appreciation incurred as a result of the Sierra Programs would be taxable.

Provide Investment Counsel During Important Life Events

Guidance through major life events such as a sale of a business, property transactions, divorce, or loss of a spouse to help maintain your financial stability.

Personalized Cash Flow Analysis

Analysis of your finances with the goal of creating a tailored cash flow plan to ensure your spending aligns with your financial goals.

Explore a tax-deferred account for investors who no longer quality for IRA contributions

Qualified accredited investors may benefit from private placement variable annuities (PPVA), which offer tax deferred growth without the required minimum distributions until age 90 or older.

Set Up a Donor-Advised Fund and Build a Giving Legacy

Create a lasting impact with a donor-advised fund, a simple and tax-advantageous way to support your cherished charities.

Learn More

Access to Potentially Cost-Effective Solutions via our Schwab Bank Services Relationship

Unlock discounts on mortgage rates, access liquidity without selling investments, and manage trust assets effectively through our Schwab Bank Services relationship.

For more information and helpful resources, please visit our Learning Center.

Contact Us

If our tactical, rules-based investment process aligns with your needs, we welcome the opportunity to help manage your wealth.

Schedule a Meeting