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 Veredus Investment Advisors. Concentrated Growth Equity & Balanced and Mid Cap Value portfolios are managed by Pioneer Investment Management. The Small Cap Value Equity portfolio is managed by Riazzi Asset 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.