David Wright of Sierra Investment Management Named to the Forbes’ List of Best-In-State Wealth Advisors
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SANTA MONICA, Calif.--(BUSINESS WIRE)-- Forbes revealed their 2021 Best-In-State Wealth Advisors ranking and David C. Wright, Co-Founder and Portfolio Manager of Sierra Investment Management has been named to the list for California. The ranking of financial advisors is based on both qualitative and quantitative measures rated as important to clients.
Forbes spotlights more than 5,000 top advisors across the country who were nominated by their firms—and then researches, interviews and assigns a ranking within their respective states and markets. According to R.J. Shook, president and founder of SHOOK Research, which created the list, "the very best advisors are laser focused on having a positive impact on their clients' lives, they want to add meaning, help them live better lives."
The full methodology behind the Best-In-State Wealth Advisors can be found here.
“It is wonderful news that Sierra is again included among Forbes’ of ‘Best-In-State Wealth Advisors’ for California,” said Mr. Wright, co-founder and Managing Director of Sierra. “For almost 35 years, Sierra has been focused on limiting downside risk while helping to build and preserve our client’s wealth. We believe it is this unique focus and the connection it has allowed us to build with our clients that has lead to our growth across the U.S. My co-founder Ken Sleeper and the entire Sierra team is grateful to once again be recognized by Forbes.”
About The Sierra Companies
The Sierra Companies ("Sierra") comprises Sierra Investment Management, Inc., Ocean Park Asset Management, Inc., and Wright Fund Management, LLC, which manages the Sierra Mutual Funds.
Since 1987 Sierra has been helping retirees and other conservative investors preserve and grow their wealth. Through the years, Sierra has fine-tuned an investment approach specifically designed to try to limit downside risk and to provide satisfying returns over a market cycle, by reflecting Sierra’s current market and manager views. Using decades of strategic research and proven risk management disciplines, Sierra strives to help its clients meet their specific investment goals.
As of December 31, 2020, Sierra and manages or advises nearly $7.6 billion in assets for conservative investors.
About the 2020 Forbes’ Best In-State Wealth Advisors list
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.
Source: Sierra Investment Management
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