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.

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

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We have pledged a donation to the Maui Strong Fund in support of those affected by the recent wildfires. Our thoughts are with the families and residents as they endure and rebuild.

Trend Following

Quantitative, Rules-based

We seek to identify areas of the market that are in an established uptrend, and only these areas are candidates for consideration in the portfolio.

Security Selection

The Most Complex Question

We rank all viable areas based on the strength of the uptrend, historical risk reward metrics, and correlation with the stock and bond markets.

Trailing Stop-Loss

Quantitive, Rules-based

We set a trailing stop on every holding based on its specific volatility pattern. Once a stock hits that point, we immediately sell. Our own rules force us away from price disruption.

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.

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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)
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

$5.9B Assets Under Management across all affiliates as of 12/31/22*

$5.9B Assets Under Management across all affiliates as of 12/31/22*

Our Perspective

Video

CIO Insights: December 1, 2023

CIO Insights: December 1, 2023

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As you reconfigure portfolios for 2024, input and perspective are important. We welcome you to tune into the newest CIO Insights from Chief Information Officer James St Aubin, recorded December 1, 2023. St. Aubin highlights November as a banner month for bonds and draws attention to the Bloomberg US Aggregate Bond Index – up four and a half percent in total return last month. He explores two reasons this was significant, as well as the underpinnings of renewed bond demand, reviewing the course of yields throughout the year. Regarding monetary policy, the end of policy tightening cycles has historically been an attractive time to own bonds. Is the Fed done and are the high and yields this cycle in?



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Video

CIO Insights: November 2, 2023

CIO Insights: November 2, 2023

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In this edition of CIO Insights, James St. Aubin discusses the recent FOMC meeting, the Q3 GDP report, and more.



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Video

Disciplined Risk Management

Disciplined Risk Management

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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.



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Video

The Value of Tactical in Every Portfolio

The Value of Tactical in Every Portfolio

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



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