Sierra Asset Management
Information by Research TrustFinance
Founded in 1987 by Kenneth L. Sleeper, Sierra Investment Management focuses on a disciplined, conservative investment approach designed to limit downside risk and preserve capital, particularly for clients near or in retirement. The firm utilizes a proprietary investment process that combines tactical asset allocation with strict risk management protocols. They manage a family of mutual funds and offer separately managed account services, with a core mission to help investors achieve their long-term financial goals with less volatility than the overall market.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial