About Us

LobbyA_Resized

Sierra began operations in February 1996 in order to exclusively serve the Taft-Hartley marketplace. We
are 100% employee owned with corporate headquarters in Walnut Creek, California. Sierra produces
clear and concise reports showing both gross and net of fees performance. Proxies are voted in
accordance with the AFL-CIO proxy voting guidelines and comprehensive reports are provided on a
semi-annual basis to all clients. Sierra has exclusive sub-advisory and marketing arrangements with
seven institutional investment firms. Each sub-advisor was chosen because of their proven investment
process for that specific product. Sierra performs the marketing and client servicing functions and
monitors the investment process performed by the sub-advisors. Performance is that of Sierra’s sub-
advisors and reflects their composites’ complete performance history. Intrinsic Value Equity and Intrinsic
Value Opportunity portfolios are managed by Todd Asset Management LLC. Concentrated Growth
Equity portfolios are managed by Amundi Pioneer Institutional Asset Management, Inc. The Small Cap
Value Equity portfolio is managed by Robert W. Baird & Co. Incorporated. Franklin EAFE Plus Equity and
Global Growth Equity portfolios are managed by Franklin Templeton Institutional, LLC. International
Value Equity and Global portfolios are managed by Templeton Investment Counsel, LLC. Investment
Grade Fixed Income portfolios are managed by StoneRidge PMG Advisors, LLC. High Yield Fixed Income
portfolios are managed by Fort Washington Investment Advisors, Inc.