Overview

Increased access to information and capital have vastly changed investment opportunities in public markets. Sentinel Trust recognizes where inefficiencies remain and active management adds value, and where the market operates efficiently and investments should be passive, low-cost, and tax-efficient.

Our in-house team of equity analysts and traders evaluate domestic equity portfolios for valuation, diversification, and tax efficiency in light of the overall wealth planning goals. Many families come to us with low-basis or concentrated stock positions and we develop strategies for diversifying while minimizing realization of capital gains.

Our domestic and international equity strategies blend active management with low-cost passive managers that generate tax alpha by trading to defer gains and realize short-term losses.

We take a global view of equity markets, giving clients exposure to stock in companies of all sizes doing business around the world. With half of the world’s economic output coming from outside of the United States and higher growth potential abroad, client portfolios are usually positioned to have significant international exposure.