Sierra Asset Management

Sierra Asset Management provides discretionary and non‑discretionary portfolio management, financial planning, consulting, and a quarterly newsletter to a mix of individual clients (including high‑net‑worth individuals) as well as pension and profit‑sharing plans, charitable organizations, corporations, and trusts. Financial planning engagements address retirement, estate, tax and insurance considerations and may be delivered as oral briefings or written reports depending on the engagement.

The firm uses a mix of fundamental, technical and qualitative analysis, combined with asset allocation and a long‑term purchase orientation, and conducts ongoing monitoring with at least annual rebalancing and quarterly account reviews. Sierra typically custodys client assets at Schwab Institutional, employs block trading practices to allocate aggregated orders, and may leverage the Pontera order management system to implement tax‑efficient asset location and opportunistic rebalancing in held‑away retirement accounts.

What is distinctive is the concentration of assets and relationships under a small advisory team: the firm reports roughly $462 million in regulatory assets under management and about 849 client relationships overseen by its registered advisory resources, levels that are uncommon among supported firms. Operationally, the routine use of an OMS to manage held‑away retirement assets, the firm’s practice of direct fee debiting from custodian accounts, and documented third‑party transfer procedures further set its service and administrative model apart from many peers.