Welcome to Vedanta Sentinel Investment Advisors.

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

At Vedanta Sentinel, we offer institutional-style investment strategies to families and individuals, while focusing on cost efficiency. Leveraging extensive investments, portfolio management & financial services industry experience (> 15 years), and the CFA/CFP® credentials, we guide clients through today's increasingly complex markets. Your investments deserve more than just buy-and-hold investment strategies and excessive fees—they deserve thoughtful stewardship and vigilant growth. Let's build your financial future together.

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Take the first step to working towards a smarter, more secure tomorrow.

Why Choose Us?

Wise Counsel: Our goal is to be a trusted fiduciary providing clear guidance with transparent, low-cost investments that help you keep more of your money working for you.

Vigilant Protection: We strive to provide disciplined risk management that helps safeguards against major market downturns while seeking growth opportunities.

Lasting Growth: Our desire is to help you building wealth through focusing on downside portfolio protection and growth aligned with your goals.

Wisdom ✦ Protection ✦ Growth

🗓️ Schedule  your no-obligation virtual meeting.

Your Path to Financial Success: Three Reasons to Partner With Us

Reason # 1: Customized Solutions

Vedanta Sentinel brings institutional-style investment strategies to families and individual investors, all while prioritizing cost efficiency and minimizing fees.

  • We offer a variety of investment solutions, including our Cash Management/Short-term Income Solution, Sentinel Solution, and the Global Macro Solution; we believe our passion for markets sets us apart.

    Solution for changing client needs and market dynamics.

  • Whether you're a business owner, a retiree seeking income, or a busy professional concerned about market downturns, we feel we have a solution appropriate for you. Check out our Investment Solutions below.

Investment Sentinel - Be vigilant and watchful about Investments.

Reason # 2: Portfolio Protection

Warren Buffett's Two Important Rules of Investing: Rule #1: Never lose money! Rule #2: Never forget Rule #1. We understand this concern. This crucial risk (deep portfolio losses), which we call volatility drag, is often ignored by most investment advisors.

  • Markets go through secular bull and bear trends. We believe we may be entering a new era of increased volatility in stock prices, driven by higher inflation, government policies, and a changing global macroeconomic backdrop. We think this changing market dynamic requires a more tactical/vigilant approach to your investments.

  • The volatility drag is the hidden tax on an investment portfolio caused by the negative compounding of large investment losses. The harsh reality is: A 50% loss requires a 100% gain just to break even. Inquire about our Sentinel Strategy, a tactical solution that aims to capture upside potential while helping to protecting against deeper portfolio drawdowns.

Lower Fees is an important piece of the puzzle to grow your investments.

Reason # 3: Fees and Expenses

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 with the goal of keeping keeping fees and expenses low.

Request a Complimentary  Risk Tolerance Assessment, or

Email us your Personalized Portfolio Review today.

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

  • This strategy is an actively managed tactical approach designed to help maximize risk-adjusted returns with an emphasis on downside protection. Guided by macro-economic 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 deeper drawdowns in the portfolio. This long-only strategy prioritizes adaptability, enabling tactical positioning to help navigate changing market conditions while seeking superior risk-adjusted performance. Request Additional Information.

  • 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 strives to identify compelling investment opportunities worldwide. The strategy utilizes ETFs and margin to establish both long and short positions in equity, fixed income, currency, and commodity indices, adapting to evolving macro themes and relative value opportunities. Portfolio construction emphases high-conviction views, while managing risk through position sizing and diversification. Request Additional Information.

  • 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. The approach emphasizes disciplined investing through systematic portfolio rebalancing, which maintains target allocations while minimizing unnecessary changes. Investors can select from three portfolio options—Conservative, Balanced, and Growth—each tailored to specific risk profiles and distinct long-term financial objectives. Request Additional Information.

  • We offers Investment Consulting services for 401(K), 403(b) and/or other retirement plans, 529 college savings plans, and general investment consulting.Request Additional Information.

Our Investment Solutions: Tailored to Your Unique Needs

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