Targeted investing for everyone
Smart investing on the principles that made GREAT companies.
What makes Sentara different?
Values First
The values that build successful companies are also the companies we invest in. They make great investments. As they grow, we grow together.
Custom Portfolios
We build a portfolio that works for you and your goals. Through our custodian partner, Altruist, we have all the choice and customization you need.
Superior Technology.
We utilize the top technology in the financial market to keep fees low, diversify effectively, and grow your wealth. All from the palm of your hand.
Start with a systematic approach to investing.
Figuring out your financial goals helps you choose the right investment risk for you and your family.
We give you recommendations on the right amount to save, and help you with consolidating your investments together, all in one place.
Regular market education and portfolio updates so you can consistently stick with your investment plan, even in challenging market environments.
Curated stock selection from specific companies that are pro-values, pro-capitalist, pro-military, & pro-freedom.
Questions: (404) 983-8099
Technology at your fingertips
Portfolio Access
Our parter custodian, Altruist, offers a modern, advanced platform for trading and portfolio management. With integrated tools such as performance tracking, online account opening, deposit and withdrawal access, all built right into the app, our clients know information about their portfolio in just a few swipes 24/7.
Financial Monitoring
Elements is a set of financial indicators that provide a clear view of your financial health. These measurements help answer questions like:
Are you taking the right amount of risk?
Do you have the right mix of assets?
How much wealth do you need to make work optional?
Are you using your income wisely?
You can think of the Elements scorecard like your vital signs at a doctor’s office: they help us both see how you’re doing financially and where we should focus our effort to help you progress toward your goals.
Family, Future, Freedom
We know what matters to you, and customize each portfolio to reflect those ideals with no minimums or barriers to entry. No more being ignored by the big banks to fend for yourself. No more investing in companies that you don’t love, who don’t reflect your values, and who underperform in the market. This is what progress looks like, this is who we are.
Talk with a real person: (404) 983-8099
Portfolios built for you.
The foundational building block of your portfolio is built on sound investing principles backed by academic portfolio analysis and process.
We also can tilt the portfolio to illustrate your values, such as investing in US-based companies only, or utilizing funds with unique industry focuses.
Satisfaction guaranteed
At Sentara our passion is your investing experience. If you ever feel we've missed the mark, let us know. We'll do everything we can to make it right.
Transparent fees. Relationship focused.
At 1% annual assets under management, you get access to a full-service financial advisory relationship. One advisor who will customize to your own unique financial goals. For you and your family’s financial success, we believe having a relationship with an advisor is essential.
How does it work?
01
We’ll get to know you first.
Where are you in your financial journey? What are your investing for? We help you plan your goals.
02
We’ll build you a custom portfolio.
Based on your answers, we’ll design a portfolio fit for your risk tolerance and time horizon.
03
We get to work.
Once you get setup, we’ll put your money into action keeping you updated and educated throughout the process. Communication is key.
Start your investment plan today.
