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 SEC-registered investment adviser (registration dating to 1971) structured as an LLC. The firm operates as a capital allocator and charges clients on a percentage-of-AUM basis. Its advisory work includes portfolio management for pooled investment vehicles and for businesses or institutions, and it also performs selection of other advisers, indicating a role both as direct manager and as an allocator to external managers. The firm reports no active ESG program and is not a multi-state adviser. Industry affiliations include relationships with a broker‑dealer and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1Todd 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
$146M in ETFs
100%
$146M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $146M | 243,898 | 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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