About Sierra Investment Management
Sierra Investment Management is a Financial Services company based in Santa Monica (United States). Financial advisory services are provided by Sierra to clients. It operates on a Professional Services model. Sierra Investment Management offers products and services including Investment Strategies and Portfolio Management. Its focus areas include Financials, Investment Management and Asset Management. Its legal entity is Sierra Investment Management, LLC. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.
Company details
Sierra Investment Management is involved in providing tactical, global, multi-asset portfolio management services. Established in 1987, the company focuses on disciplined risk management to limit downside risk for investors. Services are designed to build and preserve wealth through rules-based investment strategies. The firm operates in the financial sector, catering to clients with a commitment to achieving investment objectives regardless of market conditions. Daily reviews of buy and sell signals are conducted by the investment team to ensure disciplined management.
- Headquarters Santa Monica, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website sierrainvestment.com
- Legal Name Sierra Investment Management, Llc
Products & Services of Sierra Investment Management
Sierra Investment Management offers a comprehensive portfolio of products and services, including Investment Strategies and Portfolio Management.
Tactical investment strategies are offered for wealth preservation.
Multi-asset portfolio management is provided for global investors.
People of Sierra Investment Management
8 people are tracked at Sierra Investment Management (5 in leadership, 3 in team).
| Name | Role | Group |
|---|---|---|
Skip Schweiss | Chief Executive Officer | Leadership |
James St. Aubin | Chief Investment Officer | Leadership |
Ryan Harder | Chief Investment Strategist, Portfolio Manager | Leadership |
Vanda Freesman | Chief Marketing Officer | Leadership |
Kristine Stromeyer | Chief Financial Officer | Chief Operating Officer | Leadership |
Henry Reid | Portfolio Analyst | Team |
Marshall Quan | Lead Portfolio Analyst, Portfolio Manager | Team |
Olivia M. | Marketing Associate | Team |
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Competitors of Sierra Investment Management
Sierra Investment Management has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of Sierra Investment Management
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Top companies in Asset Management
3 companies that operate in the same segment as Sierra Investment Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Sierra Investment Management
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Frequently Asked Questions about Sierra Investment Management
Sierra Investment Management is headquartered in Santa Monica, United States. It is registered at Santa Monica, California, United States.
Sierra Investment Management is involved in providing tactical, global, multi-asset portfolio management services. Established in 1987, the company focuses on disciplined risk management to limit downside risk for investors. Services are designed to build and preserve wealth through rules-based investment strategies. The firm operates in the financial sector, catering to clients with a commitment to achieving investment objectives regardless of market conditions. Daily reviews of buy and sell signals are conducted by the investment team to ensure disciplined management.
Sierra Investment Management's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
Sierra Investment Management offers Investment Strategies and Portfolio Management.
Sierra Investment Management operates through Sierra Investment Management, Llc.