A complete list of active advisors currently associated with Sierra Management Group
Warmer can help you find a great advisor at Sierra Management Group or one who fits your needs even better.
Sierra Management Group provides investment advisory and financial planning services to individual and high-net-worth clients. The firm offers discretionary portfolio management (including firm-developed model portfolios) and financial planning, and advises across traditional and alternative investments such as equities, fixed income, ETFs, REITs real estate, private placements, and partnership interests. The firm tailors portfolios to clients’ objectives using fundamental analysis, modern portfolio theory, and a mix of long-term and tactical strategies, and it manages accounts on both a discretionary and non‑discretionary basis. Custodial and execution services are provided through LPL Financial, and advisory fees are asset-based and billed through the custodian; clients may impose written restrictions on investments or model participation. Distinctively, Sierra Management Group sponsors and is affiliated with a private pooled vehicle, South Meadows RV & Boat Storage LLC, and related self-storage operating entities, and its principals also operate an affiliated tax preparation and consulting firm, D&A Tax, LLC (the brochure notes the principals are licensed CPAs who devote substantial time to that business). Associated persons may invest in or serve in management roles for the Fund and other affiliated ventures, a conflict the firm discloses and says it addresses through fiduciary obligations, offering documents, and client disclosures; clients are not required to invest in affiliate offerings.
To learn more about the advisors currently working at Sierra Management Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Reno, NV
| 5
| |
Reno, NV
| 5
|
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