What sets Sierra Asset Management (SAM) apart from the others …

Sierra Asset Management (SAM) was formed in 1999 to provide superior portfolio management and financial planning services to discerning individuals, businesses and organizations. Sierra Asset Management (SAM) is a fiduciary that is independently owned and operated by experienced, hands-on portfolio managers.

• U.S. Securities and Exchange Registered Investment Advisor.
• Over 30 years of professional portfolio management experience.
• We help you develop attainable investment goals and objectives.
• We actively manage, monitor and rebalance your portfolio.
• Highly personalized attention to every client portfolio.
• We do not sell any products or receive commissions.
• Comprehensive performance reports mailed on a quarterly basis.
• 24/7 account access to your portfolio through our website: www.SierraAm.com.

Sierra Asset Management strives to provide superior portfolio management and financial planning solutions for our clients. We assist our clients in prioritizing and quantifying their financial objectives; setting realistic expectations; and implementing a disciplined investment and savings strategy to achieve those objectives.