Six Advisory Strategies

• Tactical Management >

  The strategy consists of five investor profiles ranging from aggressive to conservative. Each profile offers the ability to increase or decrease equity exposure by 10 percentage points. Equity allocations range from 0-100%. An ideal investment offers growth at a reasonable price. A combination of valuations, bottom-up fundamental analysis, and top-down technical indicators are used to guide buy and sell decisions. The strategy consists of one or more security sleeves, each of which are designed to exhibit differing characteristics. The security sleeves are Opportunistic, Core Equity, and Fixed Income. Investments are limited to registered products only and can include both active and passive investments. We believe that while valuations matter, relative valuations matter more and are more easily interpreted. An ideal investment is one that is priced at a discount relative to its peers and its own history.
  Account minimum is $20,000.

• Tactical ETF >

  The strategy consists of five investor profiles ranging from aggressive to conservative. Each profile offers the ability to increase or decrease equity exposure by 10 percentage points. Equity allocations range from 0-100%. An ideal investment offers growth at a reasonable price. A combination of valuations, bottom-up fundamental analysis, and top-down technical indicators are used to guide buy and sell decisions. The strategy consists of one or more security sleeves each of which are designed to exhibit differing characteristics. The security sleeves are Opportunistic, Core Equity, and Fixed Income. Investments are limited to registered products only and can include both active and passive investments. The strategy is built using exchanged-traded funds (ETF’S) which creates a competitive cost structure. We believe that while valuations matter, relative valuations matter more and are more easily interpreted. An ideal investment is one that is priced at a discount relative to its peers and its own history.
  Account minimum is $20,000.

• Sierra Ridge ESG >

  The strategy consists of two investor profiles-moderate aggressive and moderate conservative-for investors pursuing a socially responsible investment mandate. Each profile offers the ability to increase or decrease equity exposure by 10 percentage points. Equity allocations range from 0-100%. An ideal investment offers growth at a reasonable price. A combination of valuations, bottom-up fundamental analysis, and top-down technical indicators are used to guide buy and sell decisions. The strategy consists of one or more security sleeves each of which are designed to exhibit differing characteristics. The security sleeves are Opportunistic, Core Equity, and Fixed Income. Investments are limited to registered products that explicitly state in their prospectus their pursuit of a sustainability or ESG strategy. Both active and passive vehicles will be used to execute the strategy. ESG-related strategies may not result in favorable investment performance; There is no guarantee that the investment’s ESG-related strategy will be successful; The investment may forego favorable market opportunities in order to adhere to ESG-related strategies or mandates.

• Durable Income >

  The strategy consists of two investor profiles-yield and growth-for investors who prefer using equities to generate recurring income. Our goal is to construct a portfolio with an attractive yield for a given risk tolerance. Each profile offers the ability to increase or decrease equity exposure by 10 percentage points. Equity allocations range from approximately 20-60%. The strategy seeks to purchase high yielding securities that are selling at a discount to their intrinsic value. No industry may represent more than 20 percent of total assets. We believe this contributes to a well-diversified portfolio with attractive yield characteristics.
  Account minimum is $20,000.

• Index Based Solutions >

  The strategy consists of five investor profiles for investors who prefer using exchange trade funds to have broad market exposure. The strategy is run by the financial advisors who are members of the Sierra Ridge Wealth Management investment committee. Account minimum is $20,000.

• Premier Growth & Income >

  Growth and Income: These funds create a stable foundation for your portfolio by investing in American companies that have been around for decades.
  
  Growth: Sometimes called mid-cap or equity funds, growth funds are filled with stocks from U.S. companies that have higher expected returns.
  
  Aggressive Growth: These funds invest in smaller companies that have tons of potential.
  
  International: These funds are great because they help spread your risk beyond American soil by investing in large companies that aren’t based in the U.S. Account minimum is $20,000.