A complete list of active advisors currently associated with Sentinel Advisory Corp

Warmer can help you find a great advisor at Sentinel Advisory Corp or one who fits your needs even better.

Sentinel Advisory Corporation is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and investment supervisory services to individuals, trusts, estates and retirement plan sponsors. The firm furnishes regular reporting and reviews for clients, including quarterly valuations, portfolio commentaries, and ongoing personal or telephone contact, and tailors portfolios to each client’s Investment Policy Statement. The firm’s investment approach is rooted in fundamental, firm-specific financial analysis to estimate intrinsic value and build portfolios one position at a time, with technical analysis used only to complement fundamental conclusions. It emphasizes broad diversification, systematic portfolio risk management, and an IPS-driven asset allocation process as the primary determinant of long-term performance. Distinctively for a solo independent adviser, Sentinel provides institutional retirement-plan fiduciary services under formal consulting agreements, offering both nondiscretionary (3(21)-style) consulting and discretionary (3(38)-style) investment manager roles that include selection and ongoing monitoring of designated investment alternatives and model allocation portfolios. Founded in 1977 and led by a sole owner who holds the CFA charter, the firm combines a long operating history with ERISA-focused procedures and documentation that are uncommon among peers of similar size.

To learn more about the advisors currently working at Sentinel Advisory Corp, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.