We Believe in Disciplined Risk Management

Our tactical, rules-based process takes the guesswork and emotion out of making investment decisions and protects our clients and their portfolios.

Learn More

The Quantitative, Rules-Based Investment Process that has defined our disciplined risk management for 35 years.

Watch

Trend Following

Quantitative, Rules-based

We evaluate buying opportunities when our quantitative decision rules identify an uptrend in the price of a security.

Security Selection

The Most Complex Question

We seek to buy securities exhibiting strong risk-adjusted returns during a recent uptrend.

Trailing Stop Discipline

Quantitive, Rules-based

We will sell a security when our quantitative decision rules identify a downtrend in the price of a security.

We're Committed to a Quantitative, Rules-Based, Investment Approach

Our investment management style was developed to fill a gap in the marketplace. The disciplines we’ve created provide guidelines regarding when we buy, what we buy, and when we sell, with the aim of limiting downside risk and providing satisfying returns over a market cycle.

Learn More

Tactical Investment Strategies

Our strategies address a full range of investor goals. Whether you are looking for a complete outsourced solution or looking to combine us with existing managers, we have a variety of solutions that may be an ideal fit for your client's portfolio.

Tactical Core Income Fund

A fund that is best suited for investors seeking total return with a low risk tolerance.

Tactical Bond Fund

The Fund’s two investment objectives are to provide long-term total return and to limit volatility and downside risk.

Tactical Risk Spectrum Fund Series

A suite of funds best suited for moderate investors who seek consistent levels of global stock exposure.

Tactical Municipal Fund

A fund suited for conservative investors seeking to preserve capital and provide benefits to high-income investors.

Tactical Core Growth Fund

The Sierra Tactical Core Growth Fund seeks to produce satisfying long-term returns while limiting downside risk. It moves between equities, Treasuries, and cash.

Tactical All Asset Fund

A fund that is best suited for investors seeking total return with a conservative risk tolerance.

35+ Years of Investing Wisely for our Clients

Since 1987, we have helped advisors and their clients limit downside risk and grow their wealth, using decades of strategic research and a tactical, rules-based investment approach. Our solutions complement existing investment portfolios, whether they be diversified or a single asset strategy.

About Us

Industry Recognition

Finalist: Industry Awards category: Firms <25B AUM (2023)

 

Sierra Mutual Funds and Ocean Park Asset Management did not win the Asset Manager of the Year award noted above announced on October 11, 2023, as part of the MMI/Barron’s Industry Awards. Finalists were revealed in August 2023. These Industry awards, co-sponsored by the Money Management Institute (MMI) and Barron’s, were based on achievements since the last award announcements. There was no payment to MMI or Barron’s for the award nomination, fees are paid as part of the MMI membership.

Established in 1987 in Santa Monica, California.

Established in 1987 in Santa Monica, California.

Founded by David C. Wright, JD and Kenneth L. Sleeper, MBA, PhD

Founded by David C. Wright, JD and Kenneth L. Sleeper, MBA, PhD

$5.1B Assets Under Management across all affiliates as of 12/31/23*

$5.1B Assets Under Management across all affiliates as of 12/31/23*

Our Perspective

Video

CIO Insights: February 5, 2024

CIO Insights: February 5, 2024

Last Modified:
 

What’s the one adjective that Fed Chair Powell continues use when discussing the path back to 2%? Find out in this installment of CIO Insights, where CIO James St. Aubin recaps important data from last week’s Fed meeting, discusses why January’s payroll report prompts a need for easing policy caution and patience, and shares why S&P downgrades are not holding true this earnings season.



1107-NLD-02062024

Video

CIO Insights: December 15, 2023

CIO Insights: December 15, 2023

Last Modified:
 

In this edition of CIO Insights recorded on December 15, 2023, James St. Aubin discusses a a significant week for financial markets - perhaps one of the most significant of the year.

Video

Disciplined Risk Management

Disciplined Risk Management

Last Modified:
 

Learn about our investment process that is based on two goals. The first goal is to keep clients out of trouble and limit the effects of sustained market declines on client accounts, and the other is to satisfy risk-adjusted rates of return over a full market cycle.



1025-NLD-02102023

Video

The Value of Tactical in Every Portfolio

The Value of Tactical in Every Portfolio

Last Modified:
 

Why tactical investment management is so important to have in every client portfolio.



1024-NLD-02102023

Have an Account?

Sign in to Account

New to Sierra?

Create an Account

To access our exclusive content for Investment Professionals, please provide a business email address.

 

The Quantitative, Rules-Based Investment Process that has defined our disciplined risk management for 35 years.