A History of Alignment and Entrepreneurship
San Francisco Sentry Investment Group, Inc. (San Francisco Sentry) was founded over a quarter century ago by several of San Francisco’s leading families as a family office solution for their own private wealth. Traditional investment firms had not advanced and innovated at a pace that matched their interests.
San Francisco Sentry set out to build global, multi-asset class investment portfolios that also offered select and tailored financial products absent from the general marketplace. As a result, the firm became an innovator within the multi-family office landscape.
The firm provides a wide spectrum of investment vehicles to allow each portfolio the diversification options necessary to sustain both strong and challenging markets, and to align with specific client objectives. Access to direct investment opportunities through experienced internal investment teams as well as strategic partners, plus access to specialized external products, is a key differentiation for clients that seek alignment and entrepreneurship from a multi-family office partner.
To reflect its greater global scope in investments and clients, the firm expanded its team outside of San Francisco.
A Dedication to Philanthropy
San Francisco Sentry believes that to understand the true issues that impact the communities we live in--as well as the larger global landscape-- we must connect with the charities that have proven their commitment to effect positive change. San Francisco Sentry actively supports organizations dedicated to education, the environment, human services, medical innovation, animals, and the arts.