Sentry, LLC - Sentry, LLC was founded to provide Family Office Services to a select few Clients by simplifying their lives. Sentry, LLC was registered* with the Securities and Exchange Commission on June 24, 2009
The Firm provides superior investment advisory services to individuals, families, tax exempt institutions and retirement plans. The Principals have been in the investment business for combined 77 years. Sentry serves as a multi-family office for select families. We work with many other professionals such as investment advisors, accountants, attorneys, financial planners, bankers and others to implement investment programs that incorporate the investors' financial goals.
The services offered by Sentry include: (1) creation of written goals and investment guidelines; (2) asset allocation studies to determine appropriate investment strategies for achieving the stated goals for each client; (3) searches, selection and retention of appropriate investment vehicles retained for implementing the client’s investment strategy; (4) periodic performance monitoring and evaluation to ensure that selected investment vehicles remain true to assigned client mandates and that each strategy remains in line with the particular client's investment guidelines; (5) special projects as requested by a client; and (6) management of investors’ investments on a discretionary basis. Sentry provides investment consultation and management services to high net worth individuals, their trusts and estates, charitable organizations and qualified plans. Each of our services is customized to the client’s needs. Therefore, we do not manage “model” portfolios. Each client can instruct us to avoid trading a security, industry or investment vehicles if so desired.
Our platform allows us to go "anywhere" to ensure we bring the most appropriate investments for our clients. Our clients receive unbiased advise since our success is dictated by our clients' success. We are totally independent and wholly owned by our employees. Sentry has no revenue agreements other than our management agreements with our clients.
Additional information about Sentry, LLC is available on the SEC’s website at:
* Registration of an Investment Adviser does not imply a certain level of skill or training.
