Since 1987, Sierra Investment Management, Inc. (Sierra) has been helping conservative investors to preserve and grow their wealth. Through the years, we have fine-tuned an investment approach specifically designed to help our clients enjoy a relaxing, worry-free future. In addition to generating satisfying returns, we also focus on reducing downside risk. Using decades of strategic research and our proven risk management disciplines, we help our clients meet their specific investment goals.

As of March 31, 2019, Sierra and its affiliates manage or advise over $3.5 billion in assets for conservatively minded clients.

To learn more about Sierra, please visit our website or call 800-729-1467.

Investment Management

Sierra Investment Management

Skip Schweiss

Vanda Freesman

Teams at Sierra Investment Management

Leadership Team

Investment and Portfolio Management

Marketing and Sales Support