Sierra Investment Partners Inc

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101 Ygnacio Valley Rd Ste 300
Walnut Creek, CA 94596
+1 (925) 941-6300
https://sierrainv.com

Sierra Investment Partners Inc, based in Walnut Creek, CA, is a dedicated investment firm specializing exclusively in jointly trusteed Taft-Hartley plans. With over 100 years of combined experience in the Taft-Hartley industry, the firm is committed to providing high-quality investment products and maintaining a partnership built on honesty, integrity, and full disclosure.

As an SEC-registered investment advisor, Sierra Investment Partners manages approximately $3 billion in assets under management as of March 31, 2025. The firm boasts a team of dedicated investment specialists and sub-advisors known for their proven track record of excellent investment results.

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