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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-09-1984
- Office Locations
- 1
Office Locations
About Sierra Financial Management Co.
Sierra Investment Management provides tactical, global multi-asset portfolio management using rules-based buy/sell disciplines established in 1987 to help limit downside risk while pursuing long-term growth. The investment team reviews signals daily and manages portfolios with a disciplined, headline-resistant process. Client accounts are accessed via the Charles Schwab portal, and the firm has been featured in outlets such as Bloomberg and WSJ.
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Owner & Executives
KENNETH HAROLD GOLDEN
Independent Wealth Advisor, President
- CRD
- #814276
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,222,573 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,222,573 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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