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MFWire: Sierra Core Retirement Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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Wright Fund Management, LLC
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3420 Ocean Park Boulevard
Suite 3060
Santa Monica, CA 90405
Google Maps
Contact
Main Phone: 866-738-4363
Web Site:
http://www.SierraInvestment.com
Mutual Fund Brand(s)
Sierra Core Retirement Funds
Research Links
SEC Fund Filings by CIK Series
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Background:
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Wright Fund Management LLC powers the Sierra Mutual Funds (SMF). Wright is part of the Sierra Group of Companies, a group that specializes in tactical fixed income asset management. The group also includes: Sierra Investment Management, Inc. (SIM), a retail wealth management RIA; and Ocean Park Asset management, Inc. (OP) (a model portfolio shop that offers SMAs and works with TAMPs.)
Ken Sleeper and Dave Wright founded SIM in 1987 and OP in 1988. In 2007, they launched SMF with their first mutual fund, the Sierra Tactical All Asset Fund.
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Sponsored Opportunities
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Key People:
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David Wright Managing Director and Managing Principal and Co-Owner, WRIGHT FUND MANAGEMENT, LLC | Kenneth Sleeper Sierra Investment Management, Inc. | Frank Barbera Senior Vice President of Marketing and Administration, Wright Fund Management |
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