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ThinkAdvisor Interview With Skip Schweiss: “Do This Instead of Moving Up Market”

ThinkAdvisor

As of early 2023, Sierra’s TAMP solutions are distributed under the Ocean Park name on both the Envestnet and Orion platforms, as well as on all the major independent broker-dealer platforms, including LPL Financial, Cambridge, Advisor Group and others. According to Schweiss, the firm’s focus on serving RIA clients continues to give him a powerful […]

Sierra CEO Skip Schweiss on ‘IN the Office’ with Gregg Greenberg

Investment News

Sierra Investment Management CEO Skip Schweiss sits down with InvestmentNews anchor Gregg Greenberg to discuss the importance of having a ‘sell discipline,’ as well as why Sierra utilizes a rules-based methodology for managing money. The thoughts and opinions expressed in the segment are solely those of the person speaking as of 1/31/2023, and not necessarily […]

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