About Us
Sentry Advisors is a registered investment adviser (RIA) committed to providing the highest level of financial advice for our clients. We strive to develop a thoughtful understanding of our clients’ needs and risk tolerance by applying our experience and expertise to each relationship. By partnering with companies that are committed to excellence in research and technology, we deliver a unique solution to each of our clients: objectively, transparently and confidentially.
Our affiliation with San Francisco Sentry provides a sophisticated investment platform which bolsters our efforts to innovate and deliver the best practices available in today’s complicated investment arena.
We welcome you to learn more about Sentry Advisors by contacting us.
Team
Privacy
This Privacy Policy outlines our commitment to protect the confidentiality and security of your personal and financial information. We understand the sensitivity surrounding personal information and because of this our client privacy procedures are extremely strict. The nonpublic personal information we collect about you is gathered through verbal, written and electronic means over the course of our relationship with you. Sources include, but are not limited to:
| – | Applications, forms, correspondence and agreements (Information examples include your name, address, social security number, assets, liabilities, and income); |
| – | Investment account statements and balances, investment activity and history, investment experience, and employment |
We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law. For example, we disclose information, as permitted by law, to nonaffiliated companies that work for us in providing financial services to you (e.g., attorneys, auditors, clearing firms, and consultants). These companies are required to provide contractual assurances that confidentiality will be maintained.
In addition, we disclose information, as permitted or required by law, to government and regulatory agencies such as the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). We will make disclosures to comply with a legal summons, court order, subpoena or similar legal process, a fraud investigation, audit, or examination. Finally, we are permitted to disclose information if you have provided your consent.
Confidentiality and Security Procedures:
We limit access to nonpublic personal information about you to those employees who need to know such information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
Disclaimer
The existence of this website should not be construed in any direct or indirect manner as a solicitation for advisory business in any states beyond the states in which Sentry Advisors is either registered or otherwise exempted from registration requirements. Information associated with this website is believed to be accurate; however, Sentry Advisors makes no guarantee to this fact and has no control over the accuracy of websites found through the links within.