NEWS & MEDIA
Stay current on Sierra Mutual Funds news, industry happenings, upcoming events, and much more.
Sierra Investment Management Appoints Colin Barber Senior Key Accounts Director
Mr. Barber will oversee home office relationships for all the firm’s third-party broker/dealer focused businesses
Santa Monica, CA, March 7, 2017 -- Sierra Investment Management today announced that industry veteran Colin T. Barber has been appointed as Senior Key Accounts Director for the firm’s third-party broker/dealer focused businesses, Sierra Mutual Funds and Ocean Park Asset Management, Inc.Read More
Sierra Strategic Income Fund Marks Fifth Anniversary
Since inception, the fund has outperformed its Morningstar category
Santa Monica, CA (February 3, 2017) – Sierra Investment Management today announced that the Sierra Strategic Income Fund has reached its fifth anniversary. The fund is managed with two goals: to limit downside risk (or drawdowns) of the overall portfolio, and to provide satisfying risk-adjusted returns for clients.Read More
Barron's Names David Wright of The Sierra Group to 2016 "Top 100 Independent Financial Advisors" Rankings
Managing Director and Co-founder lands place on list for second consecutive year
Santa Monica, CA (August 29, 2016) – The Sierra Group of Companies today announced that managing director and co-founder David Wright has been named to Barron’s Top 100 Independent Financial Advisors for the second consecutive year. Mr. Wright and Sierra are ranked 42nd out of 100, up from 56th in 2015. The Barron's rankings reflect the volume of assets under management, revenues, and quality of the advisors’ practices as of June 30, 2016.Read More
Sierra Strategic Income Fund Reclassified by Morningstar
We think the new category better represents the fund's absolutely flexible investment approach and philosophy.
SANTA MONICA, Calif. Sierra Investment Management today announced that Sierra Strategic Income Fund has been reclassified by Morningstar, Inc., the mutual fund rating service, in the "Nontraditional Bond" category. It had previously been classified in the "Multisector Bond" category.Read More