At Sentinel, we create portfolios according to the various investment policies of our clients. Although each portfolio is different, there are broad attributes that characterize the portfolios we manage.


More defensive accounts may be positioned to hold a greater number of stocks, be more diversified across industries and sectors, hold less aggressive stocks or hold more cash.


Our goal is to find the portfolio mix that will give you optimal performance within the context of your return expectations and risk tolerance.


View Portfolio Risk-Return