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MFWire: Sierra Core Retirement Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Wright Fund Management, LLC
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

  • Background:
    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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    Key People:
    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
    Story Archive for Wright Fund Management, LLC
    Published On Story Headline Publication
    9/2/2021 A SoCal Fund Firm's New Chief Will Expand Its Investment Universe MFWire.com
    8/25/2021 A $9B-AUMA Tactical Fixed Income Trio Gains a Chief MFWire.com
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