Sierra Asset Management

Financial ServicesCalifornia, United States2-10 Employees

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.
 -   Serving the greater Fresno Area and all of Central California.
 -   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 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: www.SierraAM.com.
 -   Consultants are available by appointment to meet with you throughout the year.

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.

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