Sentry Investment Management, L.L.C.
Firm details
- Headquarters
- Stevens Point, Wisconsin
- CRD number
- 105176
- Registered since
- November 14, 1971
- Custodians
- NORTH TRUST CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- Other100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Sentry Investment Management, L.L.C. is an institutional registered investment adviser organized as an LLC and first registered with the SEC in 1971. The firm charges fees as a percentage of assets under management and functions as a capital allocator, providing portfolio management for pooled investment vehicles and for business or institutional clients. Sentry also engages in the selection of other advisers, and its regulatory filings list broker-dealer and insurance company affiliations. The firm does not identify itself as an active ESG investor and is not flagged as a multi-state adviser or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds53%
- US Government Bonds33%
- Non-Exchange Traded Equities11%
- State & Local Bonds2%
- Other1%
Owners & executives
1 of 1
Todd Schroeder
CFO & Chief Administrative OfficerCRD 6604199
Contacts
2 of 2James McDonald
President and DirectorCRD 6776998
Carla Danczyk
Corporate Compliance AnalystCRD 4711455
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$168M in ETFs
100%
$168M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $168M | 244,554 | 100.00% |
Location
Stevens Point, WI
Portage
Location
Stevens Point, WI
Headquartered in Stevens Point, WI, anchoring the Wausau-Stevens Point-Wisconsin Rapids, WI metro in the Midwest.
- Metro area
- Wausau-Stevens Point-Wisconsin Rapids, WI
- Region
- Midwest
- County
- Portage
- Address
- 1800 N Point Dr
- Time zone
- CT (UTC-6)
- Office locations
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