Sentry Capital Management provides investment management services, primarily to other registered investment advisors, using exchange-traded options to potentially increase returns and reduce risk. Their main strategy, the "Sentry Hedged Growth Strategy," uses exchange-traded funds and covered call options. They also offer strategies for concentrated stock positions, cash-secured puts, buy-writes on individual stocks, put-writes, and portfolio hedging.
Assets Under Management$7.5M
Clients4
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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