INVEST WISELY.

Sierra Mutual Funds† has developed a disciplined, time-tested investment approach that has produced satisfying long-term risk-adjusted returns for investors.

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Includes predecessor and affiliate organizations. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.

Quotation Mark We take the view that we cannot control or manage returns – the stock, bond, currency and commodity markets fluctuate significantly and unpredictably – but we can manage downside risk. And we believe our first priority is to keep our clients out of trouble. Quotation Mark

Sierra Strategic
INCOME FUND

A highly diversified mutual fund that is best suited for conservative investors who seek to preserve investment capital.

Sierra Core
RETIREMENT FUND

A low-volatility, highly diversified mutual fund that is best suited for investors with a conservative risk tolerance and/or in or approaching retirement.

Meet Our
Leaders

David C. Wright, JD

David C. Wright, JD

David C. Wright holds degrees in civil engineering and law. After 13 years with major Los Angeles law firms, Mr. Wright served several years as Director of Technical Research for Bateman Eichler, Hill Richards, Inc., the largest investment banking firm west of Chicago, before co-founding Sierra Investment Management, Inc. in 1987 with Dr. Sleeper.

Kenneth L. Sleeper, MBA, PhD

Kenneth L. Sleeper, MBA, PhD

Kenneth L. Sleeper earned his MBA in Finance and his PhD from the University of Southern California. Since 1987, Dr. Sleeper has managed investment capital with Mr. Wright as co-founders and principals of Sierra Investment Management, Inc. and affiliates, presently managing over $1.7 billion for retirees and other conservative investors.

In The
News

Browse the latest press releases, news clipping and articles featuring Sierra Mutual Fund’s leadership.

Reuters

5/18/2016

A healthier U.S. economy which leads the Federal Reserve to raise interest rates again soon may dampen spirits

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Reuters

4/20/2016

Seeing rally as fragile, some funds back away as U.S. stocks near record

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Barron's

4/19/2016

Stocks Rally 2%, Spurred by Good News From Banks

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