Recent Insights & News

On Watch – September 2019

The latest edition of On Watch is now available for download. This issue features articles about holding and managing family business interests in trust, making air travel and airport security easier, and a special interview with our new Managing Director and Chief Investment Officer, Todd A. Burchett. Contributors to this issue are Ross W. Nager,…

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Sentinel Trust Announces New Chief Investment Officer Todd A. Burchett

Today, Sentinel Trust Company, LBA, a $4.3 billion multi-family office in Houston, Texas, announces the hiring of Todd A. Burchett, CFA, FRM, CAIA as Managing Director and Chief Investment Officer, effective September 15, 2019. Mr. Burchett succeeds Bruce L. Swanson, PhD, who will transition to an Of Counsel role with the firm.

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Sentinel Trust President and CEO Lissa S. Gangjee 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 President and CEO Lissa S. Gangjee, JD, CFP® was featured in the Houston Business Journal’s Special Report on Finance.

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POSTED IN: News

Sentinel Trust is Houston’s 2019 Top Wealth Management Firm

Sentinel Trust Company, LBA, one of the nation’s leading boutique wealth management firms and multi-family offices, is pleased to announce that, for the fourth consecutive year, the Houston Business Journal has named Sentinel Trust Houston’s Top Wealth Management Firm.

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Markets – July 2019

U.S. and European central banks promised to take precautionary “insurance” measures despite full-employment conditions in much of the developed world that could cause inflation. Their concern was that trade-war-related uncertainties might favor the deflationary forces of the ever-worsening global manufacturing recession over late-stage economic-expansion pressures, thereby threatening the vibrant services economy.

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POSTED IN: Market Perspectives

Markets – June 2019

While the re-emergence of disappointing economic news suggested that global growth was decelerating, it was politics that spooked markets in May. It came in the form of an unexpected 9th inning breakdown in U.S./China trade talks and subsequent signs that President Trump might view bilateral tariff and company-specific threats as a core part of his expanded toolkit for “winning” (on both the employment and election fronts).

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POSTED IN: Market Perspectives

Markets – May 2019

At one level, April developments are easily summarized: the combination of reassuring economic reports across leading economies, even more supportive central bank policies (a luxury made possible by quiescent inflation), and hopes for a finalization of a comprehensive U.S./China trade deal propelled risk assets to their fourth consecutive monthly gain.

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POSTED IN: Market Perspectives

On Watch – April 2019

The latest edition of On Watch is now available for download. This issue features articles about impact investing, preparing college-bound kids for financial independence, and why your online account reporting is so dated. Contributors to this issue are Josh H. Hall, Anna M. Ziemnicki, JD, and James C. Reed, CFA. To receive email alerts about…

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POSTED IN: Administration, Investments, On Watch, Planning

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Markets – April 2019

The Federal Reserve Board (Fed) somehow managed to overshoot markets’ already dovish expectations by unexpectedly moving guidance directly from a rate hike bias to one of rate cuts without stopping at “pause.” This “miracle drug” not only drove a massive move downwards in global bond yields from already low levels, but anesthetized equity investors from concerns over fundamentals such as declining economic growth and corporate earnings.

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POSTED IN: Market Perspectives

Markets – March 2019

A panoply of investors hope that the Fed’s dovish policy guidance could successfully affect a soft landing and PM Theresa May’s newest plan would eliminate the risk of a near-term no-deal Brexit. Also, a January spike in Chinese credit would cause growth to inflect and President Trump’s direct involvement in China talks would lead to a trade agreement combined to facilitate a continuation of January’s positive momentum for risk assets.

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POSTED IN: Market Perspectives