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

Ryan Harder

James St. Aubin

The Leadership Team at Sierra Investment Management is responsible for setting the strategic direction and vision of the company. Comprising key executives, including the CEO, CIO, and CMO, this team collaborates to align investment strategies with client goals, enhance operational efficiency, and drive growth while ensuring a steadfast commitment to risk management and client wealth preservation. Their collective expertise shapes Sierra's approach to delivering exceptional value for conservatively minded investors.

Leadership Team

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Other teams at Sierra Investment Management

Investment and Portfolio Management

Marketing and Sales Support