Advisor at Sentry Management Inc
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Firm
Sentry Management Inc
Location
Wichita Falls, TX 76308-2900
Credentials
Series 65
Industry experience
19 years
George Davis is a Series 65-licensed financial advisor with Sentry Management Inc in Wichita Falls, TX, where he has worked since 1999. He has 19 years of industry experience. 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 focuses on investment-grade fixed income with a conservative and dynamic approach, emphasizing yield-curve and sector yield analysis, credit review, and timing of transactions through fundamental and technical tools.
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.
1999 - Present (27 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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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Wichita Falls, TX
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Series 65
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Series 63, Series 65
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Series 65
Wichita Falls, TX
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Series 65
Wichita Falls, TX
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