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VISIT SIERRA MUTUAL FUNDS
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Form ADV Part 3 CRS, October 2024

Sierra Investment Management

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.

Form ADV Part 2 Brochure

Sierra Investment Management

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

You are now leaving Sierra Investment Management and entering the Charles Schwab client portal.

You are now leaving the Sierra Investment Management, LLC website and entering the Sierra Mutual Funds website.

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