Sierra Pacific Financial Advisors, LLC (SPFA) provides clients low-cost and tax-efficient investment solutions to potentially maximize portfolios’ risk-adjusted returns. Our disciplined investment approach allows clients to build portfolios based on their unique goals as defined in their financial plan.
Flexible Investment Options
Throughout your financial journey, SPFA helps you build, protect and manage your wealth. Based on your specific goals and risk tolerance, we can recommend investment strategies that include core, income and alternative investment products that may serve as vital parts of your diversified portfolio.
As an SPFA client, you will have easy access to your account information online. Your assets are held with a third-party custodian to ensure safe protection for your hard-earned money.
As a fee-only firm, we do not receive referral fees of any kind. All our investment recommendations and decisions are based on what best suits clients’ individual needs. Our firm benefits only when we maximize our clients’ risk-adjusted returns.
SPFA’s investment management process includes:
- Review of short-term and long-term financial objectives
- Detailed evaluation of current investment portfolio
- Creation of Investment Policy Statement and portfolio, designed to meet client needs and minimize tax burden
- Development of investment recommendations
- Continuous monitoring of market performance and portfolio rebalancing to help you accomplish your long-term goals
Low Cost of Institutional Funds and Asset Management Programs
SPFA has partnered with prestigious institutional asset managers and financial firms offering sophisticated investment models with proven performance track records. With your specific goals in mind, we leverage our alliances to bring you investment strategies that best meet your financial objectives.
