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Bill Edmunds
Regional Sales Director at Sierra Investment Management
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Work Experience
Regional Sales Director
Dec 2016 - Present · 8 years
Regional Vice President
Sep 2005 - Jul 2016 · 10 years and 10 months
Internal Wholesaler
1997 - 2005 · 8 years
Company Details
We focus on serving the needs of investors whose primary objective is to preserve capital and achieve a moderate return on their investment. Through the years, we have remained committed to our truly tactical, rules-based investment process. Using decades of strategic research and our rules-based disciplines, we provide solutions that can complement investment portfolios, and strive to help advisors and their clients meet their investment goals. Let us help you find the solution that is right for your investment goals. Sierra Investment Management does not approve or endorse any third-party communications posted on LinkedIn. Sierra Investment Management, LLC (“Sierra”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Sierra Investment Management’s, please call (844) 727-1813 or refer to the Investment Adviser Public Disclosure website (adviserinfo.sec.gov).
Year Founded
1992
Social Media
Linkedin
Industry
Investment Management
HQ Location
3420 Ocean Park Boulevard Suite 3060 Santa Monica, CA 90405, US
Keywords
Asset ManagementInvestment ManagementSeparately Managed AccountsRisk ManagementTactical Asset Management
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