About Sierra Investment Management
Sierra Investment Management is a company based in Santa Monica (United States). It operates as a Professional Services. Sierra Investment Management offers products and services including Investment Strategies and Portfolio Management. Sierra Investment Management operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
- Headquarter Santa Monica, United States
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Sectors
Financial Services
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Phone
*********
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Website
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- Legal Name Sierra Investment Management, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of Sierra Investment Management
Sierra Investment Management offers a comprehensive portfolio of products and services, including Investment Strategies and Portfolio Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Tactical investment strategies are offered for wealth preservation.
Multi-asset portfolio management is provided for global investors.
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Funding Insights of Sierra Investment Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Sierra Investment Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Sierra Investment Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Sierra Investment Management Comparisons
Competitors of Sierra Investment Management
Sierra Investment Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Mutual life insurance company
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| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
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| domain | founded_year | HQ Location |
Fractional home equity is sold online for interest-free loans.
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| domain | founded_year | HQ Location |
Financial services are offered by Thrivent as a not-for-profit entity.
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| domain | founded_year | HQ Location |
Milliman is engaged in actuarial consulting and analytics solutions.
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| domain | founded_year | HQ Location |
Financial and risk advisory solutions are provided globally.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Sierra Investment Management
Frequently Asked Questions about Sierra Investment Management
Where is Sierra Investment Management located?
Sierra Investment Management is headquartered in Santa Monica, United States. It is registered at Santa Monica, California, United States.
What does Sierra Investment Management do?
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.
Who are the top competitors of Sierra Investment Management?
Sierra Investment Management's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
What products or services does Sierra Investment Management offer?
Sierra Investment Management offers Investment Strategies and Portfolio Management.
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