Sierra Mutual Funds† has developed a disciplined, time-tested investment approach that has produced satisfying long-term risk-adjusted returns for investors.
†Includes predecessor and affiliate organizations. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.
Sierra’s Tactically Managed Strategies
For more than 30 years we have been able to add value for advisors and their clients who appreciate the importance of total returns and mitigating downside risk. We believe in the importance of diversification, a strong defense, and the ability to sequence returns to provide a long distribution phase.
A highly diversified mutual fund that is best suited for investors seeking total return with a conservative risk tolerance.Learn more
The Fund’s two investment objectives are to provide long-term total return (the combination of yield and net price gains from the Underlying Funds) and to limit volatility and downside risk.Learn more
A highly diversified mutual fund that is best suited for investors seeking total return with a low risk tolerance.Learn more
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.