Advisor at Sentry Management Inc
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Firm
Sentry Management Inc
Location
Wichita Falls, TX 76308-2900
Credentials
CFA®, Series 63
Industry experience
19 years
George Davis is a CFA® charterholder based in Wichita Falls, TX, with 19 years of industry experience. He has been with Sentry Management, Inc. since 1991. Sentry Management, Inc. provides fixed-income investment management and advisory services to a diverse client base, including financial institutions, municipalities, pension plans, and individuals. The firm’s conservative and dynamic investment approach emphasizes investment-grade fixed income, yield-curve and sector yield analysis, and credit review, serving primarily non-discretionary accounts with tailored asset/liability exposure work.
Based on Sentry Management Inc
$0 - $5,000,000: 0.35% $5,000,001 - $25,000,000: 0.30% $25,000,001+: 0.25%
Minimum fee: Minimum Annual Fee - $3,000. May be negotiated on a client-by-client basis. Fee-only: Fixed fees based on services provided; example includes monthly fees for non-discretionary portfolios starting at $625/month with minimum $625 and fee increases per million invested.
5 Eureka Circle, Suite E
Wichita Falls, TX 76308-2900
Texas
Sentry Management, Inc.
1991 - Present (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Other specialized services
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Is not active or affiliated with:
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Bank
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Wichita Falls, TX
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CFP®, Series 63
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Series 65
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Series 63, Series 65
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Mercantile Investment Advisors
Series 65
Wichita Falls, TX
Mercantile Investment Advisors
Series 65
Wichita Falls, TX
Personal Money Planning, LLC
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