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Financial News
7.30.2010
Market Update Podcast
Listen in for the latest financial market news!
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7.29.2010
ETFs for the Wealthy
Exchange traded funds (“ETFs”), once used as simple building blocks of “beta” exposure in small accounts, have become more sophisticated and can be effective tools used in a number of high-net worth portfolios.
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7.14.2010
Why the brokerage makes money and you don’t
This recent article in the New York Times highlights the multiple ways in which a brokerage house does not serve your best interest. Unlike what the article suggests, you don’t have to “learn to live with it.”
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5.26.2010
When 100% “Protected” Equals Zero
This recent article from the NY Times highlights a consistent problem we see – high commission products being shoehorned into portfolios.
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4.19.2010
The Game is Rigged
Many people have been inquiring about the Goldman Sachs situation in our offices. While conflicts of interest plague brokerage houses (not our firm), the allegations in this case are particularly disturbing.
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3.6.2010
We don’t face tough ethical “choices,” we are simply ethical
Unfortunately, we see the impact that commissions and corporate compensation structures can have on thoughtful portfolio designs – it isn’t pretty.
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2.1.2010
A Plan for Pro Athletes
Unfortunately there are a lot of examples of those who come into sudden wealth at a young age who ultimately lose their financial footing and declare bankruptcy. This does not have to happen.
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1.13.2010
A Decade of Violated Trust
Every industry and business faces challenges; however the recent developments in our industry have challenged the very core of finance.
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1.7.2010
Brokers Flee Big Firms
Independent financial advisors, like Sierra Nevada Wealth Management, are gaining ground from Wall Street brokers in the competition to manage more than $5 trillion in Americans' savings.
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12.16.2009
The Closet Indexing Problem
This is a significant problem in many of the portfolios we see.
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Welcome
Client needs determine the scope of the engagement with Sierra Nevada Wealth Management. With our back office custody and clearing operations managed by Schwab Institutional, we have an open investment platform, with the products and service offerings of an asset manager with over $1 trillion in client assets. At SNWM, each client’s financial situation is assessed and balanced with our best opportunity to add value, net of costs, to your financial profile.
Profiles
Gregory E. Crawford, CFP®
Mr. Crawford has over a decade of experience managing portfolios and performing securities analysis. In 2002 he was named the top healthcare investment analyst by Health Leaders Magazine. Click to read more.
• E mail: greg.crawford@snwmllc.com
• Ph: 775-297-4682
Chris Z. Andrews
Mr. Andrews is a managing partner and a Registered Investment Advisor with Sierra Nevada Wealth Management, bringing decades of business development and investment expertise to the company. Mr. Andrews is one of the most recognized figures in the annual $100 billion sports gaming business. Click to read more.
• E mail: chris.andrews@snwmllc.com
• Ph: 775-297-4683
Myles W. Derieg, MBA
Mr. Derieg is a managing partner and a Registered Investment Advisor with Sierra Nevada Wealth Management. Mr. Derieg has over 15 years of expertise in portfolio management, financial products, risk management and financial modeling. Click to read more.
• E mail: myles.derieg@snwmllc.com
• Ph: 775-297-4684
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Services
Wealth Management
Wealth management is the combination of sophisticated investment management with the client’s risk assessment and goal-setting process, or financial planning.
Investment Management
The principals of SNWM have years of experience managing portfolios and investments at the institutional level, using tools and techniques which are often not used by individuals.
Financial Planning
SNWM evaluates and recommends optimization of resources in the areas of employee benefits utilization, cash flow and debt management, insurance planning, education planning, retirement planning, taxation strategies and estate planning.
Family Office
SNWM has the expertise to evaluate, execute and manage the sophisticated types of investments available to families with significant assets.