Sentry, LLC

Overview

Sentry, LLC is an independent registered investment adviser organized as an LLC and operating since 2009. The firm serves both individuals/families and institutional clients and positions itself as a capital allocator — managing portfolios directly and selecting external managers where appropriate. Its advisory services include portfolio management for individuals and small businesses, portfolio management for larger business or institutional clients, and the selection of other advisers. The firm charges fees based on a mix of assets-under-management, fixed fees, and other arrangements. Sentry does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant. Its listed industry affiliations indicate roles beyond advisory work, including acting as an investment sponsor and serving as a general partner or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives