Sentry Management Inc

Sentry Management, Inc. is a registered investment adviser specializing in fixed income portfolios for retail investors. Established in 1991, the firm's three advisors collectively possess over 115 years of experience in fixed income investments. Sentry operates as a fee-based advisor, charging a flat fee quarterly based on assets under management, with the ability to negotiate lower fees for clients. The minimum account fee for individuals is $3,000 per year, with no minimum account size requirement. Sentry exercises discretionary authority in executing trades for retail accounts, focusing on investment grade municipals or taxable securities. As a fiduciary, Sentry is committed to acting in the best interests of clients, utilizing a team approach to manage all accounts. The firm's investment strategy involves utilizing 50 different broker dealers to ensure best market prices, with a focus on tax rate, investment horizon, and credit specifications. Sentry maintains a soft-dollar agreement with Capital Institution Services (CAPIS) for Bloomberg services, ensuring client interests are prioritized in all transactions. Clients are encouraged to review the firm's detailed fee schedule and potential conflicts of interest, which are disclosed transparently in the firm's brochure. For more information, clients can visit the firm's website or contact Murphy Davis Jr., the primary investment adviser at Sentry Management, Inc.