All

Filter by
STRATEGY

All

Filter by
TYPE

All

Filter by
DATE

Filter Results

Strategy

Type

Date


Showing 100 of 600 results

Navigate Through Our Solutions

Collateral

An all-in-one brochure that covers our core beliefs, investment process, funds, and strategies.

Sierra Mutual Funds 2/21/2024

1131-NLD-02212024

CIO Insights: February 5, 2024

Video

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.

Sierra Mutual Funds 2/6/2024

1107-NLD-02062024

WATCH NOW

CIO Insights: February 5, 2024

Last Modified: 2/6/2024
 

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

Sierra Tactical Core Growth Fund Fact Sheet (2023)

Collateral

The two investment objectives of the Sierra Tactical Core Growth Fund are to seek long-term total return (the combination of yield and net gains) while seeking to limit volatility and downside risk.

Sierra Mutual Funds 1/29/2024

1049-NLD-01172024

Disciplined Risk Management: Our Investment Process

Collateral

Our disciplined risk management investment process, including: participating in uptrends, security selection and trailing stops.

Sierra Mutual Funds 1/19/2024

CIO Insights: December 15, 2023

Video

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.

James St. Aubin 12/19/2023
WATCH NOW

CIO Insights: December 15, 2023

Last Modified: 12/19/2023
 

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.

Pivot Party - December 2023

Commentary

CIO James St. Aubin offers perspective on the Fed's recent meeting and rate decisions.

James St. Aubin 12/19/2023

Sierra Tactical Core Growth Fund Allocations Month-over-Month

Collateral

Details the changes in allocations for Sierra Tactical Core Growth from November 2023 to January 2024.

Sierra Mutual Funds 2/13/2024

1122-NLD-02122024

Was November an Inflection Point for the Markets?

Collateral

Provides a snapshot view of how money markets and the Sierra Mutual Funds performed in November 2023.

Sierra Mutual Funds 12/8/2023

5922-NLD-12072023

CIO Insights: December 1, 2023

Video

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?

James St. Aubin 12/1/2023

8227-NLD-12042023

WATCH NOW

CIO Insights: December 1, 2023

Last Modified: 12/1/2023
 

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?



8227-NLD-12042023

CIO Insights: November 2, 2023

Video

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

Sierra Mutual Funds 11/3/2023

8152-NLD-11032023

WATCH NOW

CIO Insights: November 2, 2023

Last Modified: 11/3/2023
 

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



8152-NLD-11032023

Emotions of Investing

Collateral

Investments take the escalator up, and the elevator down. Our investment process seeks to participate in the majority of any sustained uptrend, and mitigate downside risk.

Sierra Mutual Funds 11/1/2023

1792-NLD-07122023

A Time and A Place for Everything: Current Opportunities in Fixed Income Investing

Commentary

Chief Investment Strategist Ryan Harder explains why duration has been out of favor in 2023 and compares fixed income indexes.

CIS Ryan Harder 10/17/2023

2023 Q4 Quarterly Update Letter

Commentary

This quarterly letter covers what happened during the fourth quarter of 2023, how our investment disciplines responded, and provides an outlook for the coming months.

Sierra Mutual Funds 1/19/2024

1062-NLD-01182024

A Delicate Balance: October 2023

Commentary

Investor anxiety remains heightened. With more than a century of experience under its belt, the Fed has seen many business cycles, but none that compare to today's. Hear more from CIO James St. Aubin.

Sierra Mutual Funds 10/10/2023

Sierra Mutual Funds: Range of Solutions

Collateral

View the range of strategies we offer to reflect distinct investor risk profiles. All funds have the ability to move immediately to 100% cash during market downturns.

Sierra Mutual Funds 10/2/2023

Sierra Tactical Core Growth Fund Prospectus

Prospectus

Effective immediately, please be advised that the name of the Adviser, Wright Fund Management, LLC has been changed to Ocean Park Asset Management, LLC. All disclosures to the contrary in the Prospectus and SAI should be disregarded. This Prospectus provides important information about the Fund that you should know before investing. Please read it carefully and keep it for future reference.

Sierra Mutual Funds 2/6/2024

Sierra Tactical Core Growth Fund Summary Prospectus

Summary Prospectus

This Summary Prospectus provides important information about the Fund that you should know before investing. Please read it carefully and keep it for future reference.

Sierra Mutual Funds 2/8/2024

Sierra Mutual Funds June 30, 2023 Quarterly Holdings Report

Quarterly Holdings Report

The Sierra Mutual Funds Portfolio of Investments (unaudited)

Sierra Mutual Funds 6/30/2023

CIO Insights: September 14, 2023

Video

In this edition of CIO Insights, James St. Aubin touches on energy prices, the upcoming FOMC meeting, and what's potentially in store for interest rates.

Sierra Mutual Funds 9/14/2023

1984-NLD-09182023

WATCH NOW

CIO Insights: September 14, 2023

Last Modified: 9/14/2023
 

In this edition of CIO Insights, James St. Aubin touches on energy prices, the upcoming FOMC meeting, and what's potentially in store for interest rates.



1984-NLD-09182023

Jackson Hole - To Hike or Not to Hike: August 2023

Commentary

CIO James St Aubin offers insights on the Kansas City Fed’s Jackson Hole Symposium, which took place August 24–26, citing two key takeaways from Fed Chair Jerome Powell's speech.

James St. Aubin 9/6/2023

1955-NLD-09062023

CIO Insights: August 18, 2023

Video

In this edition of CIO Insights, James St. Aubin touches on surprisingly strong US economic data and encouraging news on inflation.

Sierra Mutual Funds 8/21/2023

1916-NLD-08212023

WATCH NOW

CIO Insights: August 18, 2023

Last Modified: 8/21/2023
 

In this edition of CIO Insights, James St. Aubin touches on surprisingly strong US economic data and encouraging news on inflation.



1916-NLD-08212023

Investment Professional account required to view

Sierra Mutual Funds - Tactical Core Income Fund - Navigating 2022 & 2023 (9.30.23)

Collateral

Navigating 2022 & 2023, Cumulative Return Since Inception, and Calendar Year Returns for the Tactical Core Income Fund.

Sierra Mutual Funds 10/17/2023

Proceed With Caution - July 2023

Commentary

There is optimism that the Fed can have their cake and eat it, too, by bringing down inflation without sacrificing growth. Nevertheless, this sentiment has started waning since the beginning of June as additional economic data supports the narrative of a "soft landing."

James St. Aubin 7/31/2023

1863-NLD-07312023

CIO Insights: July 28, 2023

Video

In this July 28, 2023 edition of CIO Insights, James St. Aubin examines a big week for central banking that saw the Fed, the ECB, and the BOJ all hold policy meetings.

Sierra Mutual Funds 7/31/2023

1864-NLD-07312023

WATCH NOW

CIO Insights: July 28, 2023

Last Modified: 7/31/2023
 

In this July 28, 2023 edition of CIO Insights, James St. Aubin examines a big week for central banking that saw the Fed, the ECB, and the BOJ all hold policy meetings.



1864-NLD-07312023

Our Commitment to Allocation Transparency

Collateral

We are committed to providing you with tools that make your life easier as an advisor. Among the many ways we achieve this are through the variety of asset allocations reports that we make available.

Sierra Mutual Funds 8/2/2023

1862-NLD-07282023

Sierra Tactical Risk Spectrum 70 Fund - Instl Class - Fact Sheet

Fact Sheet

Sierra Tactical Risk Spectrum 70 Fund, Instl Class, Fact Sheet as of Q4 2023.

Sierra Mutual Funds 1/24/2024

1057-NLD-01182024

Two Investment Goals

Collateral

Provides a broad overview of Sierra Mutual Funds' two investment goals: Prevent large, unrecoverable losses and mitigate downside risk, and produce satisfying, risk adjusted returns over a market cycle.

Sierra Mutual Funds 7/13/2023

1792-NLD-07122023

CIO Insights: July 7, 2023

Video

In this July 7, 2023 edition of CIO Insights, James St. Aubin discusses market performance for the first half of 2022.

Sierra Mutual Funds 7/11/2023

1776-NLD-07102023

WATCH NOW

CIO Insights: July 7, 2023

Last Modified: 7/11/2023
 

In this July 7, 2023 edition of CIO Insights, James St. Aubin discusses market performance for the first half of 2022.



1776-NLD-07102023

Sierra Tactical Bond Fund Brochure

Collateral

An overview of the Sierra Tactical Bond Fund.

Sierra Mutual Funds 2/22/2024

8153-NLD-11032023

Sierra Tactical Risk Spectrum Fund Series

Collateral

Sierra's Tactical Risk Spectrum Fund Series is a suite of multi-asset funds targeting three distinct investor risk profiles. It includes the Tactical Risk Spectrum 30 Fund, the Tactical Risk Spectrum 50 Fund, and the Tactical Risk Spectrum 70 Fund. Each Fund employs our disciplined, tactical approach and aims to provide investors a globally diversified portfolio.

Sierra Mutual Funds 6/15/2023

1711-NLD-06132023

CIO Insights: June 2, 2023

Video

In this edition of CIO Insights, James St. Aubin discusses the debt ceiling, the JOLTS and non-farm payroll reports, and more.

Sierra Mutual Funds 6/2/2023

1686-NLD-06052023

WATCH NOW

CIO Insights: June 2, 2023

Last Modified: 6/2/2023
 

In this edition of CIO Insights, James St. Aubin discusses the debt ceiling, the JOLTS and non-farm payroll reports, and more.



1686-NLD-06052023

Tactical Core Income Fund: Risk-on vs. Risk-off

Collateral

A snapshot of the "risk-on" versus "risk-off" holdings for the Sierra Tactical Core Income Fund, 2012 -2023, as well as the changes in the fund's cash allocation throughout 2023.

Sierra Mutual Funds 2/1/2024

1095-NLD-02012024

Q1 2023 Market & Portfolio Review

Video

Agenda: Market Overview, Economy & Policy, Portfolio Positioning, Outlook, Q&A

Sierra Mutual Funds & Ocean Park Asset Management 5/24/2023
WATCH NOW

Q1 2023 Market & Portfolio Review

Last Modified: 5/24/2023
 

Agenda: Market Overview, Economy & Policy, Portfolio Positioning, Outlook, Q&A

Rules-Based Investment Process in Motion Synopsis: Funds Through January 31, 2024

Process in Motion

Reflects how our truly tactical, rules-based investment process reacted with regard to the Sierra Mutual Funds due to market movement over the past 18 months up through January 31, 2024.

Sierra Mutual Funds 2/14/2024

1128-NLD-02132024

From Dovish Hike to Hawkish Pause - June 2023

Commentary

CIO James St. Aubin offers commentary following the Fed's June meeting.

James St. Aubin 6/16/2023

CIO Insights: May 5, 2023

Video

Recorded on May 5, 2023, CIO James St. Aubin discusses developments in economic policy, April's non-farm payroll report, the Fed meeting, and more.

Sierra Mutual Funds 5/5/2023

1599-NLD-05082023

WATCH NOW

CIO Insights: May 5, 2023

Last Modified: 5/5/2023
 

Recorded on May 5, 2023, CIO James St. Aubin discusses developments in economic policy, April's non-farm payroll report, the Fed meeting, and more.



1599-NLD-05082023

Historical Correlation of Stocks and Bonds

Collateral

Between 2001 and 2020, a 20-year pattern led to the false impression that stocks and bonds exhibit almost no correlation to one another. CIS Ryan Harder explores the historic correlation between stocks and bonds and highlights an asset class correlated to neither.

Sierra Mutual Funds 4/24/2023

1516-NLD-04212023

Press Release: Sierra Tactical Risk Spectrum 70 Fund

Collateral

Sierra Mutual Funds introduces the Sierra Tactical Risk Spectrum 70 Fund. The newest fund in the Risk Spectrum Series offers higher equity exposure and more choice for investors.

Sierra Mutual Funds 4/21/2023

1431-NLD-04132023

CIO Insights: April 14, 2023

Video

Recorded on April 14, 2023, CIO James St. Aubin provides insights on the US Consumer Price Index, US Producer Price Index, and more.

Sierra Mutual Funds 4/14/2023

1441-NLD-04172023

WATCH NOW

CIO Insights: April 14, 2023

Last Modified: 4/14/2023
 

Recorded on April 14, 2023, CIO James St. Aubin provides insights on the US Consumer Price Index, US Producer Price Index, and more.



1441-NLD-04172023

Capabilities Brochure

Collateral

An overview of our firm, philosophy, investment process, and investment team.

Sierra Mutual Funds 1/4/2024

Sierra Tactical Risk Spectrum 70 Fund Summary Prospectus

Summary Prospectus

This Summary Prospectus provides important information about the Fund that you should know before investing. Please read it carefully and keep it for future reference.

Sierra Mutual Funds 2/8/2024

Sierra Tactical Risk Spectrum 70 Fund Prospectus

Prospectus

This Prospectus provides important information about the Fund that you should know before investing. Please read it carefully and keep it for future reference.

Sierra Mutual Funds 2/8/2024

Sierra Tactical Risk Spectrum 70 Fund Profile Sheet

White Papers

The two investment objectives of the Sierra Tactical Risk Spectrum 70 Fund are to provide total investment return and to limit volatility and downside risk.

Sierra Mutual Funds 3/31/2023

1347-NLD-03242023

CIO Insights: March 24, 2023

Video

Recorded on March 24, 2023, CIO James St. Aubin recaps a rollercoaster Q1 and discusses how the odds of a hard landing have shifted.

Sierra Mutual Funds 3/27/2023

1362-NLD-03272023

WATCH NOW

CIO Insights: March 24, 2023

Last Modified: 3/27/2023
 

Recorded on March 24, 2023, CIO James St. Aubin recaps a rollercoaster Q1 and discusses how the odds of a hard landing have shifted.



1362-NLD-03272023

Investment Professional account required to view

March Market Madness

Commentary

Chief Investment Officer, James St. Aubin delivers commentary surrounding the Federal Open Market Committee's meeting announcement in March 2023 and other market updates.

Sierra Mutual Funds 3/23/2023

1353-NLD-3232023

Disciplined Risk Management: Our Investment Process

Collateral

Our disciplined risk management investment process, including: participating in uptrends, security selection and trailing stops.

Sierra Mutual Funds 1/4/2024

Sierra Mutual Funds December 31, 2023 Quarterly Holdings Report

Quarterly Holdings Report

The Sierra Mutual Funds Portfolio of Investments (unaudited)

Sierra Mutual Funds 12/31/2023

Disciplined Risk Management

Video

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.

Sierra Mutual Funds 3/13/2023

1025-NLD-02102023

WATCH NOW

Disciplined Risk Management

Last Modified: 3/13/2023
 

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

The Value of Tactical in Every Portfolio

Video

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

Sierra Mutual Funds 3/2/2023

1024-NLD-02102023

WATCH NOW

The Value of Tactical in Every Portfolio

Last Modified: 3/2/2023
 

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



1024-NLD-02102023

About Us

Video

Since 1987, Sierra and Ocean Park have championed a disciplined approach to preventing large and unrecoverable losses for clients. ‌ Learn more about how this disciplined approach to investing has helped individual investors weather the severest storms, from market crashes, to market sell-offs, to pandemics.

Sierra Mutual Funds 3/2/2023

1022-NLD-01252023

WATCH NOW

About Us

Last Modified: 3/2/2023
 

Since 1987, Sierra and Ocean Park have championed a disciplined approach to preventing large and unrecoverable losses for clients. ‌ Learn more about how this disciplined approach to investing has helped individual investors weather the severest storms, from market crashes, to market sell-offs, to pandemics.



1022-NLD-01252023

CIO Insights: February 28, 2023

Video

Recorded on February 28, 2023, CIO James St. Aubin looks back on an active week on Wall Street.

Sierra Mutual Funds 2/28/2023

1268-NLD-03012023

WATCH NOW

CIO Insights: February 28, 2023

Last Modified: 2/28/2023
 

Recorded on February 28, 2023, CIO James St. Aubin looks back on an active week on Wall Street.



1268-NLD-03012023

Investment Professional account required to view

2022 Year-End Review

Video

Join us for an astute commentary that explains why 2022 was “an unforgettable year for all the wrong reasons.” In this Q4 2022 Market Update, Chief Investment Officer James St. Aubin and Chief Investment Strategist Ryan Harder discuss big market trends, economic data releases, and how our portfolios navigated the markets in 2022. Plus, hear the likely drivers of trends expected in 2023.

Sierra Mutual Funds 2/13/2023

Sierra Tactical Risk Spectrum 30 Fund - Instl Class - Fact Sheet

Fact Sheet

Sierra Tactical Risk Spectrum 30 Fund, Instl Class, Fact Sheet as of Q4 2023.

Sierra Mutual Funds 1/24/2024

1054-NLD-01182024

Sierra Tactical Risk Spectrum 50 Fund - Class A & C - Fact Sheet

Fact Sheet

Sierra Tactical Risk Spectrum 50 Fund, Class A & C, Fact Sheet as of Q4 2023.

Sierra Mutual Funds 1/24/2024

1055-NLD-01182024

Investment Professional account required to view

CIO Insights: January 10, 2023

Video

Recorded on January 10, 2023, CIO James St. Aubin looks back on 2022 and touches on what he expects 2023 to bring.

Sierra Mutual Funds 1/10/2023

1028-NLD-01122023

Commentary: Breaking the Tape

Commentary

Rallies in both the stock and bond markets during the fourth quarter of 2022 were a welcome means of closing out a year that offered little else for investors to celebrate.

Sierra Mutual Funds 1/12/2023

1024-NLD-01112023

Sierra Mutual Funds Annual Report

Shareholder Report

This letter covers the 12-month period ended September 30, 2023, the fiscal year for the Sierra Mutual Funds (“Sierra”, or, the “Funds”).

Northern Lights Distributors, LLC 9/30/2023

Sierra Mutual Funds Semi-Annual Report

Shareholder Report

Sierra Mutual Funds semi-annual report through March 31, 2023.

Northern Lights Distributors, LLC 3/31/2023

Final Capital Gains Distributions for 2023

Collateral

A summary of the final capital gains for all Sierra Mutual Funds.

Sierra Mutual Funds 1/4/2024

5005-NLD-1/4/2024

What Investors Can Learn From a Terrible Year

Commentary

Painful lessons from the markets to take into 2023 and beyond. Investors can’t say goodbye to 2022 fast enough. War. Severe supply shortages. Inflation at the highest levels in 40 years. Interest rates rising at a speed and by a size that was unprecedented. A bear market in stocks. A historic selloff in bonds. The tanking of Big Tech. The collapse of cryptocurrencies. The worst market for raising capital through initial public offerings in 30 years. A still lingering pandemic. The expression “cash is king” made a comeback. That was the year that was.

Sierra Mutual Funds 12/28/2022

7262-NLD-12282022

10-Year Treasury Yields to Break Even

White Papers

2022 was the worst year in history for core fixed income and many investors are wondering how far yields need to fall, in order to get back to break even.

Sierra Mutual Funds 1/9/2024

1015-NLD-01092024

Rules-Based Process in Motion Snapshot: Sierra Tactical Risk Spectrum 50 Fund Ending January 31, 2024

Process in Motion

Reflects how our truly tactical rules-based investment process reacted due to market movement in the Sierra Tactical Risk Spectrum 50 Fund through January 31, 2024.

Sierra Mutual Funds 2/14/2024

1127-NLD-02132024

Rules-Based Process in Motion Snapshot: Sierra Tactical Core Income Fund Ending January 31, 2024

Process in Motion

Reflects how our truly tactical rules-based investment process reacted due to market movement in the Sierra Tactical Core Income Fund through January 31, 2024.

Sierra Mutual Funds 2/14/2024

1126-NLD-02132024

Sierra Tactical Core Income Fund Performance vs. Fixed Income Sectors Ending December 31, 2023

Collateral

A visual view of the Sierra Tactical Core Income Fund performance against fixed income sectors from 2012 to 2023.

Sierra Mutual Funds 1/8/2024

8280-NLD-1042024

'Win... By Not Losing'

Commentary

CIO James St. Aubin reveals his insights on investment strategies, risk management and emotional steadfastness during this thought-provoking podcast interview on the Stansberry Investment Hour.

Sierra Mutual Funds 12/1/2022

7221-NLD-12012022

CIO Insights: December 5, 2022

Video

CIO James St. Aubin provides insights on recent market activity influenced by the holiday season, as well as an update on the performance of the S&P 500 Index.

Sierra Mutual Funds 12/5/2022

5052-NLD-12072022

WATCH NOW

CIO Insights: December 5, 2022

Last Modified: 12/5/2022
 

CIO James St. Aubin provides insights on recent market activity influenced by the holiday season, as well as an update on the performance of the S&P 500 Index.



5052-NLD-12072022

Sierra Hires CIO James St. Aubin and CIS Ryan Harder

Collateral

Sierra Investment Management, Inc. today announced that the firm has hired two investment personnel for the Sierra group of companies: Chief Investment Officer James St. Aubin and Chief Investment Strategist Ryan Harder, effective July 18, 2022. They will be based in Santa Monica, California, where the firm is headquartered.

Sierra Mutual Funds 7/26/2022

Municipal Bonds are Anything but Boring

Commentary

Municipal bonds are supposed to be boring, but they’ve been anything but boring in 2023. The environment has created an opportunity for tax harvesting and for evaluating how you allocate to municipal bonds.

Sierra Mutual Funds 11/27/2023

Sierra Mutual Funds June 30, 2022 Quarterly Holdings Report

Quarterly Holdings Report

The Sierra Mutual Funds Portfolio of Investments (unaudited)

Sierra Mutual Funds 6/30/2022

Sierra Tactical Risk Spectrum 30 Fund Profile Sheet

Fact Sheet

The two investment objectives of the Sierra Tactical Risk Spectrum 30 Fund are to provide total investment return and to limit volatility and downside risk.

Sierra Mutual Funds 2/23/2023

1253-NLD-02222023

Commentary: Pivot Points

Collateral

Riding a wave of optimism that lifted most asset prices, financial markets got off to an auspicious start in the third quarter.

Sierra Mutual Funds 10/13/2022

Sierra Tactical Risk Spectrum 30 Fund Prospectus

Prospectus

This Prospectus provides important information about the Fund that you should know before investing. Please read it carefully and keep it for future reference.

Sierra Mutual Funds 2/8/2024

Sierra Tactical Risk Spectrum 30 Fund Summary Prospectus

Summary Prospectus

This Summary Prospectus provides important information about the Fund that you should know before investing. Please read it carefully and keep it for future reference.

Sierra Mutual Funds 2/8/2024

Commentary: Curb Your Enthusiasm!

Collateral

Fueled by renewed worries over the hawkish impulse of global central banks, investors returned to a selling mood across most asset classes as the summer wound down.

Sierra Mutual Funds 9/14/2022
Investment Professional account required to view

Presentation: It's Not Rocket Science, It's BOND MATH

Shareholder Report

In this presentation deck our Senior Portfolio Specialist, Bill Phillips, takes you through what bond math is, how rising rates may affect client portfolios, provides examples of bond math, and looks at our rules-based investment approach.

Sierra Mutual Funds 3/31/2022

Sierra Tactical Municipal Fund: Performance Snapshot

Collateral

Monthly performance analysis booklet for the Sierra Tactical Municipal Fund sourced through Morningstar, updated through January 31, 2024.

Sierra Mutual Funds 2/9/2024

1109-NLD-02062024

Average Returns Can Be Misleading (client approved flyer)

Collateral

This flyer shows how average return numbers can be misleading vs. the more accurate annualized return when comparing various mutual funds.

Sierra Mutual Funds 1/10/2022

Duration and Yield of the Bloomberg U.S. Aggregate Bond Index

Collateral

This flyer shows the duration and yield of the Bloomberg U.S. Aggregate Bond Index from January 1977 through January 31, 2024.

Sierra Mutual Funds 2/9/2024

1112-NLD-02072024

Sierra Tactical Risk Spectrum 50 Fund - Instl Class - Fact Sheet

Fact Sheet

Sierra Tactical Risk Spectrum 50 Fund, Instl Class, Fact Sheet as of Q4 2023.

Sierra Mutual Funds 1/24/2024

1056-NLD-01232024

Sierra Tactical Risk Spectrum 50 Fund Summary Prospectus

Summary Prospectus

This Summary Prospectus provides important information about the Fund that you should know before investing. Please read it carefully and keep it for future reference.

Sierra Mutual Funds 2/8/2024

Sierra Tactical Risk Spectrum 50 Fund Profile Sheet

White Papers

The two investment objectives of the Sierra Tactical Risk Spectrum 50 Fund are to provide total investment return and to limit volatility and downside risk.

Sierra Mutual Funds 3/29/2023

1372-NLD-03292023

Sierra Tactical Risk Spectrum 50 Fund Prospectus

Prospectus

This Prospectus provides important information about the Fund that you should know before investing. Please read it carefully and keep it for future reference.

Sierra Mutual Funds 2/8/2024

Risk Matters: The Importance to Managing the Sequence of Returns

Collateral

This flyer shows why it's important to keep losses small, and the gains needed to break even after a market decline over 2, 5, and 10 year periods.

Sierra Mutual Funds 11/16/2023

8190-NLD-11132023

Sierra Tactical Bond Fund: Performance Snapshot

Collateral

Monthly performance analysis booklet for the Sierra Tactical Bond Fund sourced through Morningstar, updated through January 31, 2024.

Sierra Mutual Funds 2/9/2024

1111-NLD-02062024

Sierra Tactical Bond Fund - Class A & C - Fact Sheet

Fact Sheet

Sierra Tactical Bond Fund, Class A & C, Fact Sheet as of Q4 2023.

Sierra Mutual Funds 1/24/2024

1047-NLD-01172024

Sierra Tactical Bond Fund - Instl Class - Fact Sheet

Fact Sheet

Sierra Tactical Bond Fund, Instl Class, Fact Sheet as of Q4 2023.

Sierra Mutual Funds 1/24/2024

1048-NLD-01172024

Sierra Tactical Municipal Fund - Class A & C - Fact Sheet

Fact Sheet

Sierra Tactical Municipal Fund, Class A & C, Fact Sheet as of Q4 2023.

Sierra Mutual Funds 1/24/2024

1052-NLD-01232024

Sierra Tactical Bond Fund Prospectus

Prospectus

This Prospectus provides important information about the Fund that you should know before investing. Please read it carefully and keep it for future reference.

Sierra Mutual Funds 2/8/2024

Sierra Tactical Bond Fund Summary Prospectus

Summary Prospectus

This Summary Prospectus provides important information about the Fund that you should know before investing. Please read it carefully and keep it for future reference.

Sierra Mutual Funds 2/8/2024

Sierra Tactical Core Income Fund: Performance Snapshot

Collateral

Monthly performance analysis booklet for Sierra Tactical Core Income Fund sourced through Morningstar. Updated through January 31, 2024.

Sierra Mutual Funds 2/20/2024

1140-NLD-02152024

A Comprehensive Product Offering

Collateral

A one page view of our comprehensive product offering for financial advisors.

Sierra Mutual Funds 9/29/2023

8024-NLD-09282023

Sales Support Territory Map

Collateral

A single flyer that gives you quick access to the team of sales professionals servicing your territory.

Sierra Mutual Funds 2/29/2024

1168-NLD-02292024

Sierra Tactical Municipal Fund - Instl Class - Fact Sheet

Fact Sheet

Sierra Tactical Municipal Fund, Instl Class, Fact Sheet as of Q4 2023.

Sierra Mutual Funds 1/24/2024

1053-NLD-01232024

Sierra Tactical All Asset Fund - Instl Class - Fact Sheet

Fact Sheet

Sierra Tactical All Asset Fund, Instl Class, Fact Sheet as of Q4 2023.

Sierra Mutual Funds 1/24/2024

1046-NLD-01172024

Sierra Tactical All Asset Fund - Class A & C - Fact Sheet

Fact Sheet

Sierra Tactical All Asset Fund, Class A & C, Fact Sheet as of Q4 2023.

Sierra Mutual Funds 1/24/2024

1045-NLD-01172024

Sierra Tactical Core Income Fund - Instl Class - Fact Sheet

Fact Sheet

Sierra Tactical Core Income Fund, Instl Class, Fact Sheet as of Q4 2023.

Sierra Mutual Funds 1/24/2024

1051-NLD-01232024

Sierra Tactical Core Income Fund - Class A & C - Fact Sheet

Fact Sheet

Sierra Tactical Core Income Fund, Class A & C, Fact Sheet as of Q4 2023.

Sierra Mutual Funds 1/24/2024

1050-NLD-01172024

Sierra Tactical All Asset Fund Summary Prospectus

Summary Prospectus

This Summary Prospectus provides important information about the Fund that you should know before investing. Please read it carefully and keep it for future reference.

Sierra Mutual Funds 2/8/2024

Sierra Tactical Core Income Fund Summary Prospectus

Summary Prospectus

This Summary Prospectus provides important information about the Fund that you should know before investing. Please read it carefully and keep it for future reference.

Sierra Mutual Funds 2/8/2024

Outcomes Delivered by Process

Collateral

An introduction to how the Sierra Mutual Funds investment team approaches tactical asset management.

Sierra Mutual Funds 12/21/2023

Sierra Tactical Municipal Fund Summary Prospectus

Summary Prospectus

This Summary Prospectus provides important information about the Fund that you should know before investing. Please read it carefully and keep it for future reference.

Sierra Mutual Funds 2/8/2024

Sierra Tactical Municipal Fund Prospectus

Prospectus

This Prospectus provides important information about the Fund that you should know before investing. Please read it carefully and keep it for future reference.

Sierra Mutual Funds 2/8/2024

Sierra Tactical All Asset Fund Prospectus

Prospectus

This Prospectus provides important information about the Fund that you should know before investing. Please read it carefully and keep it for future reference.

Sierra Mutual Funds 2/8/2024

Sierra Tactical Core Income Fund Prospectus

Prospectus

This Prospectus provides important information about the Fund that you should know before investing. Please read it carefully and keep it for future reference.

Sierra Mutual Funds 2/8/2024

Sierra Mutual Funds Statement of Additional Information

Statement of Additional Info.

Effective immediately, please be advised that the name of the Adviser, Wright Fund Management, LLC has been changed to Ocean Park Asset Management, LLC. All disclosures to the contrary in the Prospectus and SAI should be disregarded. This Statement of Additional Information ("SAI") is not a Prospectus and should be read in conjunction with the Prospectuses of the Sierra Tactical All Asset Fund, Sierra Tactical Bond Fund, Sierra Tactical Core Income Fund, Sierra Tactical Municipal Fund, Sierra Tactical Risk Spectrum 30 Fund, Sierra Tactical Risk Spectrum 50 Fund (each a “Fund” and together the “Funds”) dated January 30, 2023 and Sierra Tactical Risk Spectrum 70 Fund (“Fund” and together the “Funds”) dated March 31, 2023. You can obtain copies of the Funds’ prospectus, annual or semi-annual report without charge by contacting the Funds’ Transfer Agent, Ultimus Fund Solutions, LLC, 4221 North 203Rd Street, Suite 100, Elkhorn, Nebraska 68022-3474 or by calling 1-866-738-4363 or 1-866-RETI-FND.

Sierra Mutual Funds 1/29/2024

New Account Application

Applications

Sierra Mutual Funds new account application (not for use with IRA accounts). If you require assistance completing the application, please call (866) 738-4363.

Sierra Mutual Funds 3/22/2023

Individual Retirement Account (IRA) Custodial Account Adoption Agreement

Applications

Please complete this application to establish a new Traditional IRA or Roth IRA. This application must be preceded or accompanied by a current IRA Disclosure Statement and Custodial Agreement. If you require assistance completing the application, please call (866) 738-4363.

Sierra Mutual Funds 3/22/2023

Simple Individual Retirement Account (IRA) Custodial Account Adoption Agreement

Applications

Please complete this application to establish a new SIMPLE IRA. This application must be preceded or accompanied by a current Disclosure Statement and Custodial Agreement. If you require assistance completing the application, please call (866) 738-4363.

Sierra Mutual Funds 3/22/2023

Individual Retirement Account (IRA) Transfer of Assets Form

Applications

Please complete this form only if you are transferring assets directly to a new or existing Sierra Mutual Funds IRA, converting from a Traditional IRA to a Roth IRA, transferring from an existing Roth IRA, rolling over a Roth IRA, or you are requesting a direct rollover from an employer sponsored plan. If you require assistance completing the application, please call (866) 738-4363.

Sierra Mutual Funds 3/22/2023

Non-Qualified Transfer of Assets Form

Applications

Please complete this form only if you are transferring assets directly to a new or existing non-qualified account with the Sierra Mutual Funds. Please complete a separate form for each account you wish to transfer. Transfers may take 3 to 5 weeks to complete after your paperwork is received in good order. If you require assistance completing the application, please call (866) 738-4363.

Sierra Mutual Funds 3/22/2023

Coverdell Education Savings Account (ESA) Application

Applications

Please complete this application to establish a new Education Savings Account. This application must be preceded or accompanied by a current Disclosure Statement and Custodial Agreement. If you require assistance completing the application, please call (866) 738-4363.

Sierra Mutual Funds 3/22/2023

Individual Retirement Account (IRA) Custodial Agreement & Disclosure Statement

Applications

Form 5305-A under section 408(a) of the Internal Revenue Code.

Sierra Mutual Funds 5/25/2022

ROTH Individual Retirement Account (IRA) Custodial Agreement & Disclosure Statement

Applications

Form 5305-RA under section 408(a) of the Internal Revenue Code.

Sierra Mutual Funds 5/25/2022

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.