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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Sierra Investment Management Appoints Colin Barber Senior Key Accounts Director

Mr. Barber will oversee home office relationships for all the firm’s third-party broker/dealer focused businesses

Santa Monica, CA, March 7, 2017 -- Sierra Investment Management today announced that industry veteran Colin T. Barber has been appointed as Senior Key Accounts Director for the firm’s third-party broker/dealer focused businesses, Sierra Mutual Funds and Ocean Park Asset Management, Inc.

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Sierra Strategic Income Fund Marks Fifth Anniversary

Since inception, the fund has outperformed its Morningstar category

Santa Monica, CA (February 3, 2017) – Sierra Investment Management today announced that the Sierra Strategic Income Fund has reached its fifth anniversary. The fund is managed with two goals: to limit downside risk (or drawdowns) of the overall portfolio, and to provide satisfying risk-adjusted returns for clients.

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