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 Tactical
CORE INCOME FUND

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

Sierra Tactical
ALL ASSET FUND

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

Meet Our
Leaders

David C. Wright, JD

David C. Wright, JD

David C. Wright, JD, is Co-Founder, Managing Director, and Portfolio Manager at Sierra Mutual Funds. He jointly oversees all aspects of the organizations’ activities, including portfolio management, research, and client relationships. After 13 years with major Los Angeles law firms, Dave served several years as Director of Technical Research for Bateman Eichler, Hill Richards, Inc., then the largest investment banking firm west of Chicago, before co-founding Sierra in 1987 with Dr. Kenneth L. Sleeper.

Kenneth L. Sleeper, MBA, PhD

Kenneth L. Sleeper, MBA, PhD

Dr. Kenneth L. Sleeper, MBA, PhD is Co-Founder, Managing Director, and Portfolio Manager at Sierra Mutual Funds. He jointly oversees all aspects of the organizations’ activities, including asset management, research, and client relationships. With an extensive background in statistical and computer applications, Ken previously focused on advanced risk management, developing and refining computerized techniques for reducing downside risk, before co-founding Sierra in 1987 with David C. Wright.

Terri Spath, CFA, CFP®

Terri Spath, CFA, CFP®

Ms. Terri Spath, CFA, CFP® is Chief Investment Officer & Portfolio Manager at Sierra Mutual Funds. She is responsible for market and economic analysis, portfolio allocation, investment strategy and building client solutions at the firm. Terri previously served as Deputy Chief Investment Officer at Mercer Global Advisors. Her extensive experience in the financial services industry includes portfolio management and analyst responsibilities at Franklin Templeton, Fidelity Investments and RSF Capital Management.

In The
News

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

CNBC: There are 'four horsemen of the apocalypse' that could kill this market...

8/30/2018

CIO Terri Spath discusses her market outlook.

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Bloomberg

8/14/2018

Small-Caps Push Stocks Higher as Turkey Fears Wane

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Forbes

8/13/2018

Wallace Forbes recently spoke with Terri Spath, CIO at Sierra Investment Management, to discuss today's economy and her approach to investing.

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Sierra Named in 2018 Financial Times “300 Top Registered Investment Advisers in the US”

7/24/2018

The firm has been recognized for the second time

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