Description
Sierra Mutual Funds is a financial firm that provides financial solutions, investment strategies, risk management, and consulting services.
Since 1987, it focuses on risk management and its disciplined “rules-based” investment style have remained the same. Each Sierra Mutual Fund serves a different purpose, yet all aim to accomplish two main goals for clients:
- Prevent large, unrecoverable losses and reduce volatility.
Produce satisfying, risk-adjusted returns over a market cycle.
All its solutions rely on the original rules-based process developed by company's co-founders, David C. Wright and Kenneth L. Sleeper. Rooted in math and decades of analysis, the process forms a decision framework for its Investment Management Team as they construct and manage portfolios.
