Sentinel Capital Solutions

**Summary:** Sentinel Capital Solutions, Inc. is a registered investment advisor founded in April 2011 and located in Hagerstown, MD. The firm offers investment advisory services to individuals, high net worth individuals, and other registered investment advisors through managed accounts and sub-advisory services. The President and Chief Compliance Officer, Cort F. Meinelschmidt, leads the firm and has a background in financial advising since 2004. The firm's investment strategy is primarily long-term focused, with a customized approach based on individual client goals and risk tolerance. Clients can place reasonable restrictions on their investments, subject to the advisor's acceptance. **Fees and Compensation:** - For individual managed accounts, fees range from 0.75% to 1.50% based on assets under management. - Sub-advisory services fees range from 0.40% to 1.00%. - The SCS Insurance Opportunities Fund incurs an annual fee of 1.00% of average daily assets. **Investment Discretion:** - Sentinel generally has discretion over the selection and amount of securities bought or sold in client accounts. - Clients can place restrictions on their investments. **Methods of Analysis and Investment Strategies:** - Sentinel employs fundamental analysis to develop investment strategies. - The firm's investment strategy is primarily long-term focused. **Privacy Policy:** - Sentinel is committed to safeguarding clients' personal information and does not sell or provide it to others except for business purposes. - The firm maintains physical, procedural, and electronic security measures to protect client information. **Client Referrals and Other Compensation:** - Sentinel does not engage paid solicitors for client referrals. - The firm receives economic benefits from TradePMR for managing client accounts. **Conclusion:** Sentinel Capital Solutions, Inc. is an established investment advisor offering personalized investment advisory services with a focus on long-term strategies and client goals. The firm's transparent fee structure, commitment to privacy, and experienced leadership under Cort F. Meinelschmidt make it a reliable choice for individuals seeking tailored financial guidance.