Our Investment team provides insight into Sentinel Trust’s approach to private capital markets, including the Firm’s general investment philosophy in these asset classes and recent fund considerations and commitments.
Category: News
Sentinel Trust Energy Market Update – April 21, 2020
Sentinel Trust’s Investment team provides their perspective on the current movement in oil and gas and energy markets, the Firm’s positioning, and the investment opportunities during these periods of volatility.
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POSTED IN: Investments, News
TAGGED: Domestic Equities, Economy, Energy, Futures Contracts, International Equities, Investments, Oil and Gas, OPEC, Risk, Russia, Saudi Arabia, Wealth Management, West Texas Intermediate, WTI
Sentinel Trust Q1 2020 Market Update – April 8, 2020
Sentinel Trust’s Investment team provides their perspective on the markets, the Firm’s positioning, and investment opportunities during the first quarter of 2020.
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POSTED IN: Investments, News
TAGGED: Asset Allocation, Bonds, Domestic Equities, Economy, International Equities, Investments, Liquidity, Private Equity, Risk, Wealth Management
Open Letter from the President and CEO – March 23, 2020
Lissa S. Gangjee, JD, CFP® provides an update on Sentinel Trust and the Firm’s response to the COVID-19 pandemic.
Sentinel Trust Market Update – March 18, 2020
Sentinel Trust’s Investment team provides an update on the spread of coronavirus, its impact on public markets, and the firm’s current investment positioning.
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POSTED IN: News
TAGGED: Asset Allocation, Bonds, China, Domestic Equities, Economy, International Equities, Investments, Italy, Liquidity, Risk, South Korea, Treasury, Wealth Management
Sentinel Trust Market Update – March 10, 2020
Sentinel Trust’s Investment team provides perspective on recent volatility in domestic equity markets.
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POSTED IN: News
TAGGED: Asset Allocation, Bonds, China, Domestic Equities, Economy, International Equities, Investments, Liquidity, Risk, Treasury, Wealth Management
Sentinel Trust Market Update on the Coronavirus
Sentinel Trust’s Investment team provides an update on the spread of coronavirus, its impact on public markets, and the firm’s current investment positioning.
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POSTED IN: News
TAGGED: Asset Allocation, Bonds, China, Domestic Equities, Economy, International Equities, Investments, Liquidity, Risk, Treasury, Wealth Management
Sentinel Trust Featured in Special Report
Sentinel Trust Company, LBA, one of the nation’s leading boutique wealth management firms and multi-family offices, is pleased to announce that Lissa S. Gangjee, JD, CFP®, President and CEO, was interviewed as a part of the Houston Business Journal’s Special Report on Investing. The feature article focuses on the decreasing average age of the ultra-wealthy,…
Letter from Our Chief Investment Officer – February 2020
Before diving into a recap of 2019 and our 2020 market overview, I want to thank each of you who has taken the time to meet with me over the past four months. It has been extremely helpful to understand the families we are serving and to hear firsthand your thoughts and honest feedback on…
Sentinel Trust Announces Officer Promotions and New Shareholders
HOUSTON, Dec. 19, 2019 – Sentinel Trust Company, LBA, one of the nation’s leading boutique wealth management firms and multi-family offices, is pleased to announce several officer promotions effective January 1, 2020: Julie A. McCaughey, JD, is promoted to Managing Director, General Counsel and Director of Human Resources, Shareholder. Anne-Lise A. Wiegand, CPA, is promoted…
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POSTED IN: News
TAGGED: Chief Financial Officer, General Counsel, Senior Officers, Wealth Management