SENTRY MANAGEMENT INC
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About the firm
Sentry Management, Inc. is an investment advisory firm registered with the SEC 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. The money managers of the Firm have over 95 years of combined experience in direct management of fixed income portfolios.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Direct management of fixed income portfolios; investment advisory services including risk tolerance assessment, asset allocation, and investment policy development; financial advisory services to municipalities including preparing official statements and structuring and financing capital debt.
Who they serve
Financial institutions, trust departments, pension plans, individuals, foundations, tax-exempt agencies, municipalities, and corporations.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 34 | $175M |
| Investment Companies | 48 | — |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Taxable Fixed Income - First | 0.35% |
| Taxable Fixed Income - Next | 0.30% |
| Taxable Fixed Income - Over | 0.25% |
| Municipal (Tax-Free) - First | 0.15% |
| Municipal (Tax-Free) - Over | 0.10% |
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SENTRY MANAGEMENT INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.