Sierra Management Group

Sierra Management Group manages investment portfolios and offers financial planning services for individuals and high-net-worth clients. Operating as a registered investment advisor based in Reno, Nevada, Sierra Management Group creates customized investment strategies using model portfolios, equities, bonds, mutual funds, exchange-traded funds, and other securities. The firm also offers guidance on retirement planning, tax considerations, and single-subject financial topics. Clients can choose between discretionary portfolio management—where Sierra Management Group makes trades on their behalf—and non-discretionary arrangements requiring client approval for each trade. In addition to investment management, Sierra Management Group provides hourly financial planning and consulting services. The firm also maintains affiliations with tax preparation and storage facility businesses, and occasionally offers private real estate investment opportunities through pooled vehicles to sophisticated investors.