Sierra Asset Management Email Format
Financial ServicesCalifornia, United States2-10 Employees
Sierra Asset Management (SAM) is a financial services firm focused on portfolio management and financial planning. Established in 1999, the company positions itself as a fiduciary that is independently owned and operated by experienced portfolio managers, offering tailored guidance to individuals, businesses, and organizations in the Fresno and Central California region. With a commitment to active portfolio oversight, SAM emphasizes goal setting, ongoing monitoring, and regular rebalancing to align investments with clients’ objectives, supported by personalized attention and quarterly performance reporting. The firm operates as a registered investment adviser with a nationwide reach through its client services portal, providing 24/7 online access to portfolios and the option for consultants to meet with clients by appointment, without selling products or earning commissions.