Sierra Asset Management LLC

Sierra Asset Management is a locally owned, fee-only wealth management and financial consulting firm based in Irvine, CA. With a focus on providing a superior level of asset management and advice, they offer services to individuals, businesses, and organizations in Central California. Operating under a fiduciary standard of care, Sierra Asset Management prioritizes the best interests of their clients and works to develop personalized investment programs that align with their unique objectives. They also emphasize the importance of cost-effectiveness, using independent custodians for safekeeping of client assets and helping clients stay on track with disciplined long-term investing.

With a team of experienced portfolio managers, Sierra Asset Management distinguishes itself by offering direct client interaction and a commitment to ethical and moral conduct. They provide a range of services including fee-only portfolio management, financial planning, and employer retirement plans. By delivering their services at a fair price and reducing outside fees and transaction costs, Sierra Asset Management aims to help clients achieve financial independence and success in their investment journey.

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