About Us
2 National Locations to Serve You!
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.
- Founded in 1996. Independently Owned
- S.E.C. Registered Investment Advisor
- Multiple Products
- Superior Client Service
- Excellent Long-Term Investment Results for our Clients
- Service Based on Trust, Honesty, and Integrity
- Strict Adherence to our Investment Philosophy Process
- Clear and concise reports. Ongoing communications.
- When assigned proxy voting responsibility, Sierra votes consistent with AFL-CIO guidelines unless otherwise directed by the client.
The TAFT HARTLEY INVESTMENT SPECIALISTS
- Distinct understanding and full dedication to the Taft-Hartley marketplace.
- Ongoing communication through quarterly investment reports showing net-of-fee returns, periodic client meetings, and quarterly investment outlook newsletters.
Success through our team of people
- Common sense approach to investing and the ability to challenge conventional opinion through committee process.
- Experienced portfolio managers with diverse backgrounds.
What makes our team superior?
- Excellent historical long-term investment results and dedication to quality customer service.
- Combination of investment talents and Taft-Hartley knowledge unmatched in the industry.
Proxy voting
- Receipt and verification of proxies.
- Analysis of issues according to client guidelines.
- Voting of all proxies according to Department of Labor Guidelines.
- Reporting on voting positions.
- Record keeping consistent with established guidelines.