Since 1987, Sierra Investment Management, Inc. (Sierra) has been helping conservative investors to preserve and grow their wealth. Through the years, we have fine-tuned an investment approach specifically designed to help our clients enjoy a relaxing, worry-free future. In addition to generating satisfying returns, we also focus on reducing downside risk. Using decades of strategic research and our proven risk management disciplines, we help our clients meet their specific investment goals.

As of March 31, 2019, Sierra and its affiliates manage or advise over $3.5 billion in assets for conservatively minded clients.

To learn more about Sierra, please visit our website or call 800-729-1467.

Investment Management

Sierra Investment Management

Skip Schweiss

Vanda Freesman

Ryan Harder

James St. Aubin

The Marketing and Sales Support team at Sierra Investment Management plays a vital role in enhancing the company’s outreach and client engagement strategies. They develop targeted marketing initiatives and sales enablement tools to effectively communicate the firm’s investment philosophy and value proposition. By leveraging research and analytics, the team supports the sales process, ensuring that both current and potential clients receive the resources and information necessary to make informed investment decisions.

Marketing and Sales Support

About

Team members

Other teams at Sierra Investment Management

Leadership Team

Investment and Portfolio Management