Vedanta Sentinel Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,838,592
Clients
11
Advisors
1
of 1 employees
About
Vedanta Sentinel Investment Advisors is a fee‑only independent advisory firm that provides discretionary asset management and investment consulting to high‑net‑worth individuals, trusts, estates, charitable organizations, and business entities. Its services include ongoing portfolio management and consulting for retirement and education plans, rather than one‑off financial planning engagements.
The firm offers three core portfolio approaches: a Sentinel (tactical) strategy focused on downside protection that can use elevated cash, structured “defined outcome” products and inverse ETFs for hedging; a Global‑Macro long‑short strategy that employs ETFs/funds, margin and short positions and may allocate up to 30% to individual equities; and a Strategic diversified ETF/fund strategy with systematic rebalancing. Investment decisions draw on macroeconomic, technical, fundamental, sentiment and behavioral analysis, and portfolios are managed on a discretionary basis tailored to each client’s risk profile.
Noteworthy for a single‑advisor independent firm of this size, Vedanta Sentinel routinely uses sophisticated tools such as leverage, hedging instruments and structured products that are less common among solo practices. The firm also concentrates its client base on higher‑net‑worth and institutional‑type clients rather than mass‑market individual investors, and its sole portfolio manager holds advanced professional credentials while maintaining a part‑time insurance producer role.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001+: 0.75%
$250 per hour for investment consulting
Account minimum: $100,000 Fee-only: Fee-only investment advisory services
Main office
2006 Hogback Road, Suite 1
Ann Arbor MI 48105
Advisors at this office
1
Most active in
Michigan · Texas
Also doing business as
Vedanta Sentinel Investment Advisors · Vedanta Sentinel Investment Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)