100% Employee Owned Since 1996
$5.5 billion as of June 30, 2026
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 union plans in America.  We have put together a team of individuals with decades of service in the Taft-Hartley industry and sub-advisors with a proven track record of excellent investment results.