Welcome to Vedanta Sentinel.

The word Vedanta signifies "the culmination of knowledge," or "ultimate wisdom," while Sentinel represents vigilance and protection. Together, these values embody our firm: bringing market wisdom, portfolio protection and growth for your investments.

With over 20 years of professional investment management experience, and the CFA and CFP® credentials, I help individuals & families, working professionals & business owners navigate today's complex financial markets with relevant expertise. Take the first step! 

📞 734.234.VSIA(8742) or  567-VEDANTA

🗓️ Schedule  your no-obligation virtual meeting.

Why Choose Us?

Wise Counsel: Trusted fiduciary providing clear guidance with transparent, low-cost investments that keep more of your money working for you.

Vigilant Protection: Disciplined risk management that safeguards against market downturns while seeking growth opportunities.

Lasting Growth: Building wealth through risk-adjusted returns and long-term perspective aligned with your goals.

The miracle of compounding returns is overwhelmed by the tyranny of compounding costs.”
— John C. Bogle

Fees and Expenses Matter:

At Vedanta Sentinel, we believe in keeping more of your money working for you. Our personalized portfolio management services are designed to help you grow your wealth while keeping fees and expenses low.

1) According to Morningstar, The equal-weighted average expense ratio—which indicates what funds charge irrespective of where assets are held—was 0.95% in 2023! 

2) According to a recent Yahoo Finance/Advisory HQ piece, the average advisory fee is 1.02% for a $1 Million advisory account!

As the below example shows, even a small difference in fees and expenses can add up! It shows growth of a $1 Mil portfolio, earning 7% gross returns over 30 years. Portfolio A (red) pays 1% annual fees while Portfolio B (green) pays 0.6% in advisory fees. The compounding impact with lower fees results in Portfolio B growing by over $880,000 more at the end of year 30!

Our Promise to You:

We are fiduciaries, legally and ethically bound to act in your best interest—always.

Low Cost Investment Vehicles: We use low-cost index ETFs and funds to build your portfolio.

Transparent fees: You can check out our advisory fees here. Our fees are much lower than the average fee charged by most RIAs/human advisors in the industry.

See the difference low fees can make: Calculate Your Savings and/or Schedule a no-obligation consultation!

Warren Buffett's Two Important Rules of Investing: Rule #1: Never lose money! Rule #2: Never forget Rule #1

Downside Portfolio Protection: Are you worries about the next financial crisis or the bear market?

We understand this concern. This crucial risk, which we call volatility tax (hidden tax on an investment portfolio caused by the negative compounding of large investment losses) is often underestimated or ignored by traditional RIAs/advisors and investors alike. The harsh reality is: A 50% loss requires a 100% gain just to break even.

Investment Management Solutions Designed for Your Financial Security:

In a market dominated by passive buy and hold approaches, Vedanta Sentinel offers institutional-style investment strategies, to families and individual investors. We're dedicated to protecting and growing your wealth.

Discover how our Sentinel Investment Strategy can safeguard your portfolio from deeper drawdowns and the associated portfolio volatility tax during bear markets. .

Request a Complimentary Risk Tolerance Assessment and Schedule your Personalized Portfolio Review today.

Our Investment Solutions:

  • Designed for low-risk investors with a short-term (0-3 years) investment horizon, the strategy primarily invests in high-quality, short-duration fixed-income ETFs. The Strategy objective is to generate higher income than traditional savings options while prioritizing capital preservation. More Information can be found here.

  • This strategy maintains a long-term, diversified asset allocation aligned with the investor's risk tolerance using ETFs across key asset classes, including equities, fixed income, and alternatives. More information can be found here.

  • This strategy is an actively managed approach designed to enhance risk-adjusted returns with a primary focus on downside protection. Guided by macroeconomic trends, technical indicators, and fundamental valuation analysis, the strategy allows flexible asset allocation. The portfolio manager may maintain elevated cash positions during market uncertainties and utilize structured products like defined outcome ETFs to mitigate potential losses. More information can be found here.

  • The strategy aims to generate positive returns regardless of overall market direction. The Portfolio Manager seeks to capitalize on major economic and market trends through tactical positioning across various asset classes. By combining top-down macroeconomic analysis, geopolitical insights, and technical indicators, it identifies compelling investment opportunities worldwide. The strategy utilizes ETFs and margin to establish both long and short positions in equities, fixed income, currencies, and commodities. More information can be found here.

  • We offers Investment Consulting services for 401(K), 403(b) and/or other retirement plans, 529 college savings plans, and general investment consulting. More information can be found here.

Let us know if you would like us to contact you: