Sentinel Asset Management, Inc.

Sentinel Asset Management, Inc. is an investment management firm based out of Montpelier, Vermont. The company was established in 1969 and has expanded to have locations in New York City, San Francisco, and Dallas. Sentinel Asset Management is headed by President and CEO Thomas H. Brownell and has grown to 50 employees of which 46 are investment professionals. The company currently operates as a subsidiary of NLV Financial Corporation. Sentinel Asset Management conducts its research internally, utilizing a bottom up investment approach with a fundamental methodology. The company invests in the value and growth stocks of small to large cap companies, allocating its assets in various public equity and fixed income markets on a global scale. Sentinel Asset Management invests most heavily in the information technology sector, which alone makes up over a fifth of its total asset allocations, and also invests in the finance, health care, consumer discretionary, industrials, consumer staples, and energy sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company holds over $27.5 billion in total assets under management spread across 28 accounts, all of which are discretionary accounts. Although its total number of accounts has been undergoing some volatility and generally been in a downward trend in recent years, its total assets under management has been growing, increasing significantly from $15.7 billion back in 2010 to have over $10 billion in growth. Sentinel Asset Management mainly caters to investment companies, which alone makes up over half of its client base, and also provides its services to corporations or other businesses, pension and profit sharing plans, charities, pooled investment vehicles, and insurance companies, in order of decreasing clientele. The company provides a variety of mutual funds in its family of funds including its Common Stock, Small Company, Sustainable Core Opportunities, International Equity, and Total Return Bond funds.