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

About Us

3 National Locations to Serve You!

Map of US showing Sierra Investments Partners, Inc's three national locations to serve you.

Sierra Investment Partners, Inc. is one of the nation’s leading investment advisors exclusively dedicated to jointly trusteed plans in America. We have put together a team of individuals with over 100 years of combined service in the Taft-Hartley industry and quality 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. Proxy Voting consistent with AFL-CIO guidelines

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.