Investment Grade Fixed Income

We believe that superior returns can be consistently achieved by utilizing a conservative but active strategy of investing in high-quality U.S. intermediate securities or longer term securities for total return accounts. We actively manage portfolios comprised of U.S. Treasury, Agency, Mortgage Pass-Through, and Corporate Securities.

Sierra Investment Partners, Inc. has an exclusive sub-advisor agreement with StoneRidge PMG Advisors, LLC, an investment firm headquartered in West Conshohocken, PA.

PMG Advisors

  • Portfolio managers who have significant investment experience
  • Conservative fixed income styles
  • Three distinct products tailored to suit the needs of the jointly-managed marketplace
  • High quality, liquid portfolios
  • Excellent historical long-term performance record

Fixed Income Characteristics:

  • Historically Higher Returns with Less Risk
  • Lower Volatility
  • Comparable Market Quality and Yield

Our Investment Style:
We believe superior returns can be consistently achieved by utilizing a conservative but active strategy of investing in high quality U.S. intermediate securities or longer term securities for total return accounts. We actively manage portfolios comprised of U.S. Treasury, Agency, Mortgage, Pass-Through, and Corporate Securities.