Sierra Investment

Sierra Investment Management, founded in 1987 by David C. Wright and Kenneth L. Sleeper, is an SEC registered investment adviser dedicated to providing tactical global multi-asset portfolio management. With over $5.1 billion in assets under management, Sierra focuses on disciplined risk management to help investors achieve their financial goals.

The company's personalized service approach ensures clients receive one-on-one assistance with services such as monthly income needs, tax reporting, and account allocations. Sierra's investment strategies aim to build and preserve wealth while limiting downside risk, supported by a team that reviews portfolios and buy/sell signals daily to navigate market fluctuations effectively.

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