SIERRA INVESTMENT MANAGEMENT

Sierra Investment Management provides tactical, global, multi-asset portfolio management. Since 1987, our founders' rules-based buy-and-sell disciplines have sought to help investors limit downside risk, grow their wealth, and achieve their investment goals... While we can't control the markets, we can seek to manage the risk of drawdowns through a tactical, rules-based investment process. We pride ourselves on supporting clients in times of high emotion and volatility with the goal to help them avoid potentially damaging portfolio decisions, and we have served our clients through the 2008 Financial Crisis, the COVID-19 pandemic, and the 2022 market and bond sell-offs... Our Investment Management Team is comprised of professionals with extensive experience in asset allocation, portfolio construction, analysis, and manager research. The Team convenes every day to review all portfolios and all Buy and Sell signals. Combined, they have more than 160 years of experience.

Also known as: Sierra Investment Management, Inc.

Primary location: Santa Monica United States