Why Sierra Investment Partners, Inc.?
Welcome!

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 80 years combined service in the Taft-Hartley industry and sub-advisors with a proven track record of excellent investment results.

More About Us
Sierra began operations in February 1996 in order to exclusively serve the Taft-Hartley marketplace. We are 100% employee owned with corporate headquarters in Walnut Creek, CA.

Sierra produces clear and concise reports showing both gross and net of fees performance. Proxies are voted in accordance with the AFL-CIO proxy voting guidelines and comprehensive reports are provided on a semi-annual basis to all clients.

Sierra has exclusive sub-advisor relationships with seven institutional investment firms. Each sub-advisor was chosen because of their proven investment process for that specific product. Sierra performs the marketing and client servicing functions and monitors the investment process performed by the sub-advisors. Performance is that of Sierra’s exclusive sub-advisors and reflects their composites complete performance history. Relative Value Equity & Balanced portfolios are managed by Todd Investment Advisors. Concentrated Growth Equity & Balanced and Mid Cap Value portfolios are managed by Pioneer Investment Management. Small Cap Growth Equity and Small Cap Value portfolios are managed by Transamerica Investment Management LLC. International Growth Equity and Global Growth Equity portfolios are managed by Franklin Global Advisers. International Value Equity and Global portfolios are managed by Templeton. Fixed Income portfolios are managed by PMG Advisors. High Yield Fixed Income portfolios are managed by Fort Washington Investment Advisors Inc.

Assets Under Management: $2.7 Billion
Number of Clients: 76                                         as of March 31, 2008
The Taft-Hartley Investment Specialists
  • Distinct understanding and full dedication to the Taft-Hartley marketplace.
  • Partnership of trust based on honesty, integrity and full disclosure.
  • 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.
  • Average of 23 years experience per portfolio manager and 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.
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