100% Employee Owned Since 1996
$5.3 Billion AUM as of Mar. 31, 2024
High-quality Investment Products

Sierra Investment Partners, Inc.

Dedicated Taft-Hartley Investment Specialists

One of the nation’s leading investment firms dedicated exclusively to jointly-trusteed plans.

A Partnership of Trust

Based on honesty, integrity, and full disclosure.

Sierra Investment Partners, Inc. is an SEC-Registered investment advisor dedicated to serving the investment needs of Taft-Hartley plans. Sierra is one of the nation’s leading investment firms dedicated exclusively to jointly-trusteed plans. We have put together a team of individuals with over 100 years of combined service in the Taft-Hartley industry and sub-advisors with a proven track record of excellent investment results.