About Us

A Superior Level of Asset Management & Advice

Sierra Asset Management was formed in 1999 with the purpose to be Central California’s finest locally owned, fee-only wealth management and financial consulting firm. Our services are provided to individuals, businesses and organizations that desire a superior level of asset management and advice. Sierra Asset Management fully embraces the “do for others as you would do for yourself” philosophy for our clients and fellow associates. We are actively involved in our community and proudly serve the Fresno, Clovis, and Oakhurst areas. We strive to set the highest standards of business, ethical, and moral conduct.

What Sets Us Apart:

1)

We operate under a fiduciary standard of care, which means that we look out for the best interests of our clients and place their interests ahead of our own.

2)

We use a qualified, independent custodian for safekeeping of all client assets. Receiving statements from an independent custodian provides an additional layer of safety, helping clients know about transactions posted to their account, as well as providing a regular appraisal of individual security holdings and market values of assets held in their portfolios.

3)

Clients work directly with an experienced portfolio manager, not a sales person. We develop an investment program to meet each client’s unique objectives, while giving consideration to the risks we are likely to encounter along the way.

4)

We keep costs reasonable. This means delivering our services at a fair price, while working to reduce the outside fees, transaction costs and tax consequences that could otherwise erode a client’s account performance.

5)

We help clients stay on track. Emotions can have a profound impact on the success of an investment program. Long-term investing only works if we succeed at helping clients maintain discipline through the inevitable periods of weakness in the capital markets.

The Details:

  • U.S. Securities and Exchange Commission Registered Investment Advisor.
  • Serving customers in the Fresno, Madera, Clovis, and Oakhurst areas.
  • We help you develop attainable investment goals and objectives.
  • We actively manage, monitor and rebalance your portfolio.
  • Highly personalized and focused attention to every client portfolio.
  • We do not sell any products or receive commissions.
  • Personalized annual reviews with clients.
  • Comprehensive performance reports mailed on a quarterly basis.
  • 24/7 account access to your portfolio through our website.
  • Consultants are available by appointment to meet with you throughout the year.

Get Started Today!

What to Do:

  • Act now! Contact us for your complimentary initial consultation
  • Gather and organize all of your financial documents
  • Come see us and begin the journey to financial independence

Quote of the Month

“Our favorite holding period is forever.”
– Warren Buffett