Sentry Management, Inc. (Firm) is an investment advisory firm registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940 and an Independent Registered Municipal Advisor with the MSRB/SEC. The Firm manages over $5.5 billion in assets in seven states. Clients include financial institutions, trust departments, pension plans, individuals, foundations, tax-exempt agencies, municipalities and corporations.
The money managers of the Firm have over ninety five (95) years of combined experience in direct management of fixed income portfolios. The range of experience includes managing money for endowment funds, employee benefit plans, banks, trust departments, universities, municipalities, corporations, and individuals. The Firm also serves as a financial advisor to municipalities in preparing official statements and structuring and financing capital debt.