Sierra Investment Management Inc

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3420 Ocean Park Blvd Ste 3060
Santa Monica, CA 90405
+1 (310) 452-1887
https://www.sierrainvestment.com

Sierra Investment Management Inc, based in Santa Monica, CA, is a trusted pioneer in tactical, global, multi-asset-class portfolio management. With over 35 years of experience, Sierra focuses on serving the needs of conservative investors who prioritize capital preservation and moderate returns. Their integrated approach to risk management and impressive long-term track record have made them a reliable partner to investors nationwide.

Founded in 1987 by David C. Wright and Kenneth L. Sleeper, Sierra manages over $5.9 billion in assets across all affiliates, including Reg AUM for Sierra Investment Management, Ocean Park Asset Management, and Wright Fund Management. Committed to client service excellence, Sierra's dedicated investment team reviews every holding every business day, ensuring their clients' investment goals are met.

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