Sentry, LLC

Sentry, LLC is a registered Investment Adviser with the U.S. Securities and Exchange Commission, established in May 2009 and specializing in providing investment advisory services to individuals, families, and institutions. The firm offers services such as creating investment goals, asset allocation studies, investment vehicle selection, performance monitoring, special projects, and discretionary investment management. Sentry manages over $1.8 billion in assets, with fees typically asset-based up to 1.0% annually, or a fixed fee starting at $15,000 per annum. Clients may have the option to negotiate fees based on service level and account size. The firm may recommend third-party investment advisors in some cases, with clients paying separate management fees. Sentry's investment strategies involve quantitative and qualitative analysis to minimize risk, considering factors like standard deviation, annualized return, and global trends. Clients are advised on risks associated with stock, bond, foreign, and real estate investments. The firm does not engage in performance-based fees but manages a Special Purpose Vehicle (SPV) with potential performance fees. Sentry serves individuals, high net worth individuals, trusts, estates, charitable organizations, qualified plans, and institutional clients, with a minimum account size of $5 million. Clients receive periodic performance reports and have the option to participate in proxy voting. Sentry maintains a business continuity plan and complies with Regulation S-P for client data privacy.