Agency & Asset Preservation

Many of our clients do not have an immediate need for a trustee or executor. They choose instead to engage us as an agent acting under their direction respecting certain assets or operating units. We have significant operations experience in energy, real estate, telecommunications, and industrial businesses. Sometimes agency relationships are memorialized in the form of an attorney-in-fact or power or attorney. In these cases, Sentry Trustees acts solely as agent on behalf of our clients. As important as any fiduciary relationship, an agency relationship is built on trust, good faith and the duty of loyalty.

Whether we are teaming on the management of traditional portfolios of stocks and bonds or overseeing alternative direct investments in energy or real estate, you can expect the highest level of care and expertise.