Alternative Investment
Sierra Investment Management, established in 1987, focuses on tactical global multi-asset portfolio management, employing a disciplined approach to limit downside risk while helping clients achieve their investment objectives. With a commitment to risk management and a rules-based buy-and-sell discipline, they serve over 350 families by providing tailored investment strategies designed to build and preserve wealth.
The Investment Management Team meets daily to assess market conditions and refine investment signals, ensuring a proactive management style amidst various market environments. Sierra's dedication to client service excellence has positioned the firm as a trusted partner in navigating the complexities of investing for over 35 years.
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