SIERRA INVESTMENT MANAGEMENT, LLC

Overview

Sierra Investment Management, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 1992. The firm advises both individual and institutional clients, with a particular focus on financial planning and discretionary portfolio management for individuals and small businesses. Sierra charges clients on a percentage-of-assets-under-management basis and does not identify itself as a capital allocator or an active ESG investor. Ownership is a domestic/individual structure and the adviser is not designated as a multi-state or newly formed adviser nor a pension consultant. The firm was named among the Financial Times’ Top 300 RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives