- Founded in 1998 as a multi-family office
- Registered Investment Advisors with the SEC through the Investment Company Act of 1940
- Advisory Team with over 100 Years Combined Experience
Sierra Capital was founded in 1998 and is a registered investment Advisor with the SEC through the Investment Company act of 1940. It has always been our goal to provide families with an independent approach to wealth management. After working at various Wall Street firms we concluded that the most appropriate way to service families financial needs was through an independent approach with the understanding that defending our clients best interest would be our mandate. The needs of wealthy families differ significantly from those of other investors and having an experienced team defending the family in the financial community is imperative.
Our experienced team of advisors combines years of Wall Street experience and extensive resources, providing an unbiased tailored approach to meet each family’s unique goals.