SENTRY, LLC

Overview

Sentry, LLC is an independent registered investment adviser and capital allocator that manages portfolios for high‑net‑worth individuals, families and institutions. The firm, SEC‑registered since 2009, focuses on equity‑centric investing while employing third‑party managers and selected external advisers where needed. Its mandate includes discretionary portfolio management for individuals and small businesses, portfolio management for institutions and the selection of other advisers, reflecting a blend of direct security selection and manager‑of‑managers activity. Investment preference skews toward exchange‑traded equities as the primary exposure, but Sentry supplements public equity positions with alternative strategies to diversify return sources and reduce correlation to public markets. Fee arrangements vary by client and can include percentage of AUM, fixed fees and other negotiated structures. The firm is not an active ESG investor and does not position itself as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices