Overview

Sierra Asset Management

Information by Research TrustFinance

https://sierrainvestment.com/

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.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service