Investment Management
For clients with $750K or more of assets, Sentinel Wealth aims to deliver investment management services that maximize the long-term, net-of-fee, real investment return for each client’s tolerance for risk.
For clients with $750K or more of assets, Sentinel Wealth aims to deliver investment management services that maximize the long-term, net-of-fee, real investment return for each client’s tolerance for risk.
Sentinel Wealth, with your input, will develop an investment strategy that seeks to achieve your particular investment goals and objectives.
Our advisors will develop a strategic asset allocation that is targeted to meet you investment objectives, time horizon, financial situation and tolerance for risk.
We will develop a portfolio for you that is intended to meet the stated goals and objectives. We manage different portfolios and the construction may consist of blending allocations to two or more portfolios
We will provide investment management and ongoing oversight and rebalancing of your investment portfolio as needed.
We will provide monthly reports to your secure client portal that consists of performance data, and all activity in the accounts for the month. In person reviews are also conducted on a routine basis.
Many of our clients use a blend of these portfolios as determined by risk tolerance. New clients will complete a questionnaire that aids us in the customized construction of portfolios for each client’s individual needs.
The Core Equity Portfolio seeks to grow assets through investment in individual stocks with very strong fundamentals and mostly large cap holdings.
This is a moderately aggressive portfolio.
Investor type is moderately aggressive. A moderately aggressive investor values reducing risks and enhancing returns but would like exposure to some of the more aggressive holdings and is willing to take on modest risks to do so.
A moderately aggressive investor may endure periods of loss of principal and lower degree of liquidity in exchange for long-term appreciation.
The ETF Portfolio is designed to grow assets through investment in exchange traded funds.
Because each individual ETF is made up of a basket of different stocks, risk is spread out over more holdings making this portfolio more stable.
Investor type is moderate. A moderate investor values reducing risks and enhancing returns equally.
A moderate investor may endure a short-term loss of principal and lower degree of liquidity in exchange for long-term appreciation.
The Fixed Income Portfolio seeks to grow assets through investment in fixed income holdings, preferred stocks, and bonds with strong dividends or other types of distributions to stakeholders
Investor type is conservative. A conservative investor values protecting principal over seeking appreciation. This investor is comfortable accepting lower returns for more liquidity and/or stability
Typically, a conservative investor primarily seeks to minimize risk and loss of principal.
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