Sierra Named in 2018 Financial Times “300 Top Registered Investment Advisers in the US”

The firm has been recognized for the second time

Santa Monica, CA (July 24, 2018) -- The Sierra Group of Companies today announced that Sierra Investment Management has again been named to the 2018 FT 300, Financial Times’ list of the top U.S. registered independent investment advisors, assessed on traits desirable to clients.

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Sierra Tactical Core Income Fund (SSIRX) Renamed

The Fund Has Been Renamed to Denote it's Mandate and Approach

Santa Monica, CA (May 14, 2018) -- The Sierra Group of Companies has renamed its Strategic Income Fund to better reflect the fund’s tactical approach to conservative investing. Now known as the Sierra Tactical Core Income Fund (SSIRX), the fund will continue to be managed as it has been since its inception.

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Sierra Group of Companies Reaches over $3 Billion in Assets

The firm has experienced rapid growth over the last two years

Santa Monica, CA (February 13, 2018) -- The Sierra Group of Companies ("Sierra") is proud to announce that as of 12/31/17, the firm has reached over three billion dollars in combined assets under management and assets under advisement.

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The Re-Named Sierra Tactical All Asset Fund (SIRRX) Marks 10-year Anniversary

The Fund has a Track Record of Demonstrated Risk Management and Upside Participation

Santa Monica, CA (January 29, 2018) -- The Sierra Group of Companies is proud to announce that Sierra Tactical All Asset Fund (SIRRX), formerly known as Sierra Core Retirement Fund, celebrated its 10th anniversary on December 24th, 2017.

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Barron's Names David Wright of The Sierra Group to 2017 "Top 100 Independent Financial Advisors" Rankings

The Managing Director and Co-founder lands on list for third consecutive year

Santa Monica, CA (September 20, 2017) -- The Sierra Group of Companies today announced that managing director and co-founder David Wright has been named to Barron's Top 100 Independent Financial Advisors for the third consecutive year. Mr. Wright and Sierra are ranked 23rd out of 100, up from 42nd in 2016 and 56th in 2015. The Barron's rankings formula is based on three general categories: assets. revenue, and quality of practice as of June 30, 2017.

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