Sentry LLC — Contact Email, Phone & Partners

Overview

Sentry LLC is a multi-family office based in Memphis, Tennessee, offering comprehensive wealth management and investment advisory services to high-net-worth individuals and families. The firm specializes in portfolio management, private equity allocation, and generational planning, managing approximately $2 billion in assets. Their services are tailored to meet the unique needs of each client, emphasizing research-driven investment discipline and fiduciary governance. The firm's investment strategy focuses on creating customized solutions for a select client base, including asset allocation studies, portfolio construction, and periodic investment reviews. Sentry LLC operates primarily as a boutique advisory, providing personalized attention and expertise to its clients. The firm is committed to delivering customized wealth and investment advisory solutions, ensuring that each client's financial goals are met with precision and care. Sentry LLC's team brings over 77 years of combined investment experience, ensuring that clients receive expert guidance and support. The firm's approach is centered on understanding each client's unique financial situation and objectives, allowing them to develop strategies that align with their long-term goals. This personalized approach has established Sentry LLC as a trusted partner for high-net-worth individuals and families seeking comprehensive wealth management services.

Investment Focus

High-net-worth individuals
Families
Trusts
Estates
Charitable organizations
Qualified plans

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Frequently asked questions about Sentry LLC

What sectors does Sentry LLC invest in?

Sentry LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Tennessee, United States. Sentry LLC is listed as a other in the ConnectSafely investor database.