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NEW TACTICAL BOND FUND

<p style="text-align: center;"><em>Sierra’s Tactically Managed Strategies</em></p>

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.

Sierra Tactical

All Asset Fund

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

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Sierra Tactical

Bond Fund

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.

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Sierra Tactical

Core Income Fund

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

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Sierra Tactical

Municipal Fund

A highly diversified mutual fund best suited for conservative investors who seek to preserve capital and provide benefits to high-income investors.

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5298-NLD-4/2/2019 | 5980-NLD-11/15/2019

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

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

11/22/2019

Barbara Doran of BD8 Capital Partners and Terri Spath, chief investment officer at Sierra Investment Management, talk about markets after the bell on CNBC’s “Closing Bell.”

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Yahoo Finance

10/21/2019

Yahoo Finance's Julie Hyman, Adam Shapiro, Brian Sozzi and Terri Spath - Sierra Mutual Funds CIO discuss.

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Sierra Mutual Funds Introduces Tactical Bond Fund

10/14/2019

Bloomberg Television

9/27/2019

Terri Spath, chief investment officer at Sierra Mutual Funds, discusses the U.S. equities, risks to the market and her outlook for markets and the U.S. economy

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