San Francisco Sentry provides focused expertise in a variety of asset management strategies.  For each client, our team takes an entrepreneurial and independent approach to deliver comprehensive wealth management.


APPROACH

BESPOKE ARCHITECTURE.

Determine a client’s objectives and constraints without restriction or undue influence.

 

PORTFOLIO CONSTRUCTION. 

Access the best active and passive investment strategies, including direct access to internal principal investments as well as external managers and strategic partners.

 

STRATEGIC PARTNERSHIP. 

The firm's expertise and experience extend to strategic initiatives of family businesses, specialized mandates, as well as concentrated single stock positions, both public and private.

 

ACROSS DURATIONS. 

The firm covers inter-generational wealth planning and transfer, education, philanthropic integration and planning, and tax and investment optimization.


Asset Strategies

PRIVATE INVESTMENTS. Principal investments (equity and debt) with later-stage companies.

VENTURE CAPITAL.  Principal investments in early-stage and growth-stage venture companies.

LIQUID ALTERNATIVES.  Investments in global public-market hedged and unhedged strategies.

REAL ASSETS.  Partnerships with best-in-class operators/developers/managers of real estate, infrastructure, art and other real assets.