All

Filter by
STRATEGY

All

Filter by
TYPE

All

Filter by
DATE

Filter Results

Strategy

Type

Date


Showing 100 of 600 results

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

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

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

The Market Is Rewarding Credit Exposure, Not Duration

Collateral

The market has been rewarding credit exposure – not duration. See how Sierra Tactical Core Income Fund has responded in terms of allocations (as of 8/31/23) and compare historical averages, as well as current holdings' yield and duration.

Sierra Mutual Funds 9/19/2023

1957-NLD-09192023

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 - 7 Trading Days (7.31.23)

Collateral

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

Sierra Mutual Funds 8/1/2023

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 Q2 2023.

Sierra Mutual Funds 7/26/2023

1849-NLD-07252023

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

2023 Q2 Quarterly Update Letter

Commentary

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

Sierra Mutual Funds 7/11/2023

1775-NLD-07102023

Sierra Tactical Bond Fund Brochure

Collateral

An overview of the Sierra Tactical Bond Fund.

Sierra Mutual Funds 6/23/2023

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 -2022, as well as the changes in the fund's cash allocation throughout 2022.

Sierra Mutual Funds 5/25/2023

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 August 31, 2023

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 August 31, 2023.

Sierra Mutual Funds 9/14/2023

1976-NLD-09/14/2023

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 6/2/2023

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 3/31/2023

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 3/31/2023

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

Our Investment Process Tri-fold

Collateral

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

Sierra Mutual Funds 7/28/2023

Sierra Mutual Funds December 31, 2022 Quarterly Holdings Report

Quarterly Holdings Report

The Sierra Mutual Funds Portfolio of Investments (unaudited)

Sierra Mutual Funds 12/31/2022

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 Q2 2023.

Sierra Mutual Funds 7/26/2023

1846-NLD-07252023

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 Q2 2023.

Sierra Mutual Funds 7/26/2023

1847-NLD-07242023

Investment Professional account required to view

A Tactical Approach to Investing in Munis

Collateral

A look into the Sierra Tactical Municipal Fund's monthly allocations and how the Fund has performed since inception through December 31, 2022.

Sierra Mutual Funds 1/23/2023

1072-NLD-01232023

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

SIERRA MUTUAL FUNDS PORTFOLIO REVIEW (Unaudited) September 30, 2022

Northern Lights Distributors, LLC 9/30/2022

The Case for Tactical Asset Management

Commentary

This hypothetical piece depicts how Tactical Asset Management can be so beneficial to investors.

Sierra Mutual Funds 1/10/2023

5010-NLD-01052023

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

Disciplined Risk Management: The Investment Process

Collateral

An overview of our disciplined risk management investment process.

Sierra Mutual Funds 7/26/2023
Investment Professional account required to view

Final Capital Gains Distributions for 2022

Collateral

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

Sierra Mutual Funds 1/5/2023

5015-NLD-01052023

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

Commentary

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 9/8/2023

1959-NLD-09072023

Rules-Based Process in Motion Snapshot: Sierra Tactical Risk Spectrum 50 Fund Ending August 31, 2023

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 August 31, 2023.

Sierra Mutual Funds 9/14/2023

1977-NLD-09/14/2023

Rules-Based Process in Motion Snapshot: Sierra Tactical Core Income Fund Ending August 31, 2023

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 August 31, 2023.

Sierra Mutual Funds 9/14/2023

1972-NLD-9/14/2023

Morningstar Fixed Income Categories Report Through August 31, 2023

Collateral

Morningstar fixed income categories YTD performance through 08/31/2023.

Sierra Mutual Funds 9/11/2023

1964-NLD-09082023

Sierra Tactical Core Income Fund Performance vs. Fixed Income Sectors Ending December 31, 2022

Collateral

A visual view of the Sierra Tactical Core Income Fund performance against fixed income categories from 2012 to 2022.

Sierra Mutual Funds 1/5/2023

1367-NLD-03282023

'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

A Quick Introduction: Meet Our New CIO and CIS

Video

A Quick Introduction: Meet Our New CIO and CIS, with CIO James St. Aubin and CIS Ryan Harder

Sierra Mutual Funds 11/22/2022
WATCH NOW

A Quick Introduction: Meet Our New CIO and CIS

Last Modified: 11/22/2022
 

A Quick Introduction: Meet Our New CIO and CIS, with CIO James St. Aubin and CIS Ryan Harder

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

Q3 2022 Market Update

Video

Chief Investment Officer, James St. Aubin, and Chief Investment Strategist, Ryan Harder, discuss the third quarter of 2022.

Sierra Mutual Funds 11/21/2022

Sierra Tactical Bond Fund Receives Five Stars from Morningstar

Collateral

The Sierra Tactical Bond Fund (Instl, STBJX), launched in 2019, has received a five-star rating from Morningstar. STBJX was rated on a risk adjusted basis out of 312 companies in the Non-Traditional Bond category for the three-year period ending October 31, 2022. The top 10% of funds in each fund category receive five stars, and past performance is no guarantee of future results.

Sierra Mutual Funds 11/18/2022

Watching the Public Policy Horizon: Staying Ahead for Your Clients

Webinar

Join us as we take a look at the evolving public policy landscape impacting financial advisors and their clients, including legislative, SEC, and FINRA changes, NAIC’s “best interest” rule for annuity recommendations, and the U.S. Department of Labor’s Prohibited Transaction Exemption 2020-02.

Sierra Mutual Funds 11/17/2022

1996-NLD-09022022

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 2022. The environment has created an opportunity for tax harvesting and for evaluating how you allocate to municipal bonds.

Sierra Mutual Funds 11/16/2022

CIO Updates

Webinar

In this debut edition of CIO Insights, CIO James St. Aubin offers a 90-second take on market performance and current portfolio positioning. Hear how we’ve reacted to the markets’ September lows and the Fed’s hawkish decisions, as fixed income classes sold off and money market yields increased.

Sierra Mutual Funds 11/16/2022

1262-NLD-03042022

WATCH NOW

CIO Updates

Last Modified: 11/16/2022
 

In this debut edition of CIO Insights, CIO James St. Aubin offers a 90-second take on market performance and current portfolio positioning. Hear how we’ve reacted to the markets’ September lows and the Fed’s hawkish decisions, as fixed income classes sold off and money market yields increased.



1262-NLD-03042022

Webinar | Bond Math 2.0

Webinar

In this webinar, Senior Portfolio Specialist, Bill Phillips, continues to challenge the traditional purposes of fixed income allocation and review how an alternative approach to fixed income can help your clients’ portfolio.

Sierra Mutual Funds 11/16/2022

1262-NLD-03042022

WATCH NOW

Webinar | Bond Math 2.0

Last Modified: 11/16/2022
 

In this webinar, Senior Portfolio Specialist, Bill Phillips, continues to challenge the traditional purposes of fixed income allocation and review how an alternative approach to fixed income can help your clients’ portfolio.



1262-NLD-03042022

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 1/30/2023

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 1/30/2023

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

The Fed makes a move, but is it too late?

Commentary

Our latest commentary covers a second half that begins on an optimistic note, the 10-year Treasury note continuing to fall in July, signs that suggested inflation may soon come off the boil, the Fed raising rates for a second consecutive time, debate over whether or not the U.S. is in a recession, a fall in unemployment, and buy signals emerging across all asset classes throughout July as uptrends gained momentum.

Sierra Mutual Funds 12/1/2021
Investment Professional account required to view

Examining the Opportunities and Risks in "Satellite Sectors"

Collateral

Provides an analysis of so called fixed income "satellite sectors", looking at their potential risks and volatility profiles.

Sierra Mutual Funds 6/8/2022

Sierra Mutual Funds June 30, 2021 Quarterly Holdings Report

Quarterly Holdings Report

The Sierra Mutual Funds Portfolio of Investments (unaudited)

Sierra Mutual Funds 6/30/2021
Investment Professional account required to view

Presentation: 2021 Year-End Review

Presentation

Our 2021 Review presentation covers the fixed income market in 2021, why predictions don't work, current risks in fixed income, and a review of performance and asset positions.

Sierra Mutual Funds 1/25/2022
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
Investment Professional account required to view

Webinar | Bond Math

Webinar

In this webinar, Bond Math webcast, Senior Portfolio Specialist, Bill Phillips, will help you better understand topics like: What is Bond Math? How yield sensitivity may impact clients' portfolios Bond Math in real life with examples. The traditional purposes of fixed income allocation. And an alternative approach to fixed income, like the one used at Sierra.

Sierra Mutual Funds 3/4/2022

1262-NLD-03042022

Sierra Tactical Municipal Fund: Performance Snapshot

Collateral

Monthly performance analysis booklet for the Sierra Tactical Municipal Fund sourced through Morningstar, updated through August 31, 2023.

Sierra Mutual Funds 9/6/2023

1954-NLD-09062023

Commentary: The Fed Lifts Rates, but Are They Behind the Curve?

Commentary

Our latest commentary covers the Fed's decision on raising rates, the impact of conflict in Ukraine, and how our investment disciplines are poised to handle continued volatility.

Sierra Mutual Funds 3/17/2022

Commentary: Floating Rate Notes - A Diversifier for Rising Rates

Commentary

Our latest commentary looks at how Floating Rate Notes can serve as a good diversifier within fixed income portfolios.

Sierra Mutual Funds 2/10/2022

2021 Market and Economic Review (client approved)

Commentary

This Market and Economic review of 2021 looks back at the key forces that helped shape the year, risks that had impact on markets including COVID, and an outlook for the first quarter of 2022.

Sierra Mutual Funds 1/24/2022

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

White Papers

This flyer shows the duration and yield of the Bloomberg U.S. Aggregate Bond Index from January 1977 through August 31, 2023.

Sierra Mutual Funds 9/12/2023

1968-NLD-09122023

Commentary: The Fed Makes a Move, but Is It Too Late?

Commentary

Our latest commentary cover the Federal Reserve's decision to begin tapering purchases over the coming months, inflations concerns, and other economic risks that may impact the markets.

Sierra Mutual Funds 11/16/2021

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

Fact Sheet

Sierra Tactical Risk Spectrum 50 Fund, Instl Class, Fact Sheet as of Q2 2023.

Sierra Mutual Funds 7/26/2023

1848-NLD-07242023

Commentary: Markets Have Been Generous to Investors So Far in 2021

Commentary

Our latest commentary covers pandemic economic recovery, current risks in the markets investors should be aware of, including continued supply chain disruptions, rising COVID cases, and inflation concerns, and why we believe having a repeatable investment process is so important.

Sierra Mutual Funds 8/16/2021
Investment Professional account required to view

2021 Mid-Year Review (Presentation)

Presentation

This presentation deck from our 2021 Mid-Year Update highlights key economic data points from the past six months, shares how our portfolios have navigated, and updates how we are currently positioned to seek opportunities for the second half of the year.

Sierra Mutual Funds 8/10/2021

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 1/30/2023

Commentary: The Good, the Bad, and the Ugly of the COVID-19 Recovery

Commentary

Economic shutdowns due to the spread of COVID-19 last year led to significant drops in equity and other risk assets’ prices. Our latest commentary covers signs of economic and market improvement, but also some signs that are bad and even ugly for the post-COVID recovery.

Sierra Mutual Funds 6/9/2021

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

Presentation: Our Truly Tactical Rules-Based Disciplines (Co-Branded)

Presentation

A co-branded version of our truly tactical rules-based investment disciplines presentation, including when to buy, when to sell, and how we make those decisions.

Sierra Mutual Funds 6/4/2021

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 1/30/2023

Commentary: Municipal Bonds Are In Investors' Sweet Spot

Commentary

Municipal Bonds had a sell off in March of 2020, but since then have come roaring back, outperforming Treasurys in 11 of the past 12 months. This chart and commentary give insight into why muni bonds are in investors' sweet spot.

Sierra Mutual Funds 5/13/2021

Presentation: Our Truly Tactical Rules-Based Disciplines

Presentation

An overview of our truly tactical rules-based investment disciplines, giving insight into our investment decision-making.

Sierra Mutual Funds 6/2/2022

Sierra Mutual Funds December 31, 2021 Quarterly Holdings Report

Quarterly Holdings Report

The Sierra Mutual Funds Portfolio of Investments (unaudited)

Sierra Mutual Funds 12/31/2021

Commentary: Risk-on and Risk-off Visualization

Commentary

This chart visualizes how Long-Term Treasury Rates and High Yield Corporate Bond Spreads often move in opposite directions, as investors move into Treasuries in periods of market stress and tend to move out of High Yield Corporate Bonds during the same periods.

Sierra Mutual Funds 4/6/2021

Sierra Tactical Core Income Fund: Investment Returns During Episodes of Rising Interest Rates

Collateral

Changes in interest rate levels are the primary driver of returns for U.S. Treasury bonds and high-quality corporate bonds. A sharp rise in long-term rates often leads to losses for investors in these “conservative” asset classes.

Sierra Mutual Funds 9/14/2023

1975-NLD-09/14/2023

Investment Professional account required to view

Advisor Voice Presentation: Rising Rates Discussion (3/16/21)

Presentation

Presentation slides from the recent Advisor Voice video on rising rates, showing how we don't follow market predictions, but rather rely on our time-tested, truly tactical, rules-based investment discipline to serve advisors and their clients.

Sierra Mutual Funds 3/16/2021
Investment Professional account required to view

Sierra Tactical Bond Fund: Is Your Bond Fund Taking Advantage of Market Volatility?

Collateral

The embedded complexities of the fixed income markets may make this a difficult proposition to achieve. We can offer your clients an alternative approach to a traditional asset class. The Sierra Tactical Bond Fund employs a truly tactical, rules-based approach to accessing two uncorrelated asset classes: High Yield Corporate Bonds and Long-Duration U.S. Treasury Bonds - updated through March 31, 2022.

Sierra Mutual Funds 4/27/2022

Risk Matters: The Importance of Keeping Losses Small (flyer)

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 5/12/2020

Sierra Tactical Bond Fund: Performance Snapshot

Collateral

Monthly performance analysis booklet for the Sierra Tactical Bond Fund sourced through Morningstar, updated through August 31, 2023.

Sierra Mutual Funds 9/6/2023

1953-NLD-09062023

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

Fact Sheet

Sierra Tactical Bond Fund, Class A & C, Fact Sheet as of Q2 2023.

Sierra Mutual Funds 7/26/2023

1840-NLD-07242023

Sierra Tactical Bond Fund - Instl Class - Fact Sheet

Fact Sheet

Sierra Tactical Bond Fund, Instl Class, Fact Sheet as of Q2 2023.

Sierra Mutual Funds 7/26/2023

1841-NLD-07262023

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

Fact Sheet

Sierra Tactical Municipal Fund, Class A & C, Fact Sheet as of Q2 2023.

Sierra Mutual Funds 7/26/2023

1844-NLD-07262023

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 1/30/2023

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 1/30/2023

Sierra Tactical Core Income Fund: Performance Snapshot

Collateral

Monthly performance analysis booklet for Sierra Tactical Core Income Fund sourced through Morningstar. Updated through August 31, 2023.

Sierra Mutual Funds 9/6/2023

1951-NLD-09062023

A Comprehensive Product Offering

Collateral

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

Sierra Mutual Funds 3/31/2023

1374-NLD-03302023

How Is Your Fixed Income Allocated and Why?

Collateral

There are endless fixed-income options available for your investment dollar. Do you have a process in place to help make these decisions a lot easier?

Sierra Mutual Funds 3/24/2023

1355-NLD-03242023

Investment Professional account required to view

Expand Your Core: Constructing a Bond Portfolio to Prosper in a Changing Environment

White Papers

Bond portfolio construction can be more effective in a dynamic environment by assembling the portfolio with puzzle pieces that are not included within the Agg. The biggest challenge may be knowing when to adjust allocation – a problem that can be solved by following a clearly defined investment process.

Doug Loeffler, Yanni Dalkos 10/8/2021

Sales Support Territory Map

Collateral

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

Sierra Mutual Funds 8/24/2023

1928-NLD-08232023

Sierra Tactical Municipal Fund - Instl Class - Fact Sheet

Fact Sheet

Sierra Tactical Municipal Fund, Instl Class, Fact Sheet as of Q2 2023.

Sierra Mutual Funds 7/26/2023

1845-NLD-07262023

Sierra Tactical All Asset Fund - Instl Class - Fact Sheet

Fact Sheet

Sierra Tactical All Asset Fund, Instl Class, Fact Sheet as of Q2 2023.

Sierra Mutual Funds 7/26/2023

1839-NLD-07242023

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

Fact Sheet

Sierra Tactical All Asset Fund, Class A & C, Fact Sheet as of Q2 2023.

Sierra Mutual Funds 7/26/2023

1838-NLD-07242023

Sierra Tactical Core Income Fund - Instl Class - Fact Sheet

Fact Sheet

Sierra Tactical Core Income Fund, Instl Class, Fact Sheet as of Q2 2023.

Sierra Mutual Funds 7/26/2023

1843-NLD-07262023

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

Fact Sheet

Sierra Tactical Core Income Fund, Class A & C, Fact Sheet as of Q2 2023.

Sierra Mutual Funds 7/26/2023

1842-NLD-07242023

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 1/30/2023

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 1/30/2023

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 1/30/2023

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 7/6/2023

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 1/30/2023

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 1/30/2023

Sierra Mutual Funds Statement of Additional Information

Statement of Additional Info.

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 9/27/2023

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.