Company Overview

At Sierra Mutual Funds (Sierra), our first priority is to attempt to keep our clients out of trouble. Our primary focus is to limit downside risk and to provide satisfying returns over a market cycle by reflecting Sierra’s current market and manager views.

Company History

Sierra was founded in Santa Monica, California, in 1987. Since the very beginning, we’ve made it a priority to focus on the goals, needs and concerns of conservative investors, and the strategies we use have been specifically designed to serve those goals.

The Sierra Tactical All Asset Fund, previously known as the Sierra Core Retirement Fund, opened in December 2007, and is managed in the same core style that we have applied to the majority of our privately managed accounts since 1993: a consistent risk profile, while reflecting the managers’ current market views. The Sierra Strategic Income Fund opened in December 2011, and is designed to have slightly lower volatility (a higher priority on capital preservation) than the Sierra Core Retirement Fund, while still being managed in a tactical style that reflects Sierra’s current market and manager views.

There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.
†Includes predecessor and affiliate organizations