Our Mission
We offer comprehensive portfolio management services tailored to your specific needs.
Our Services & Process
We build our clients portfolio to their risk tolerance and time horizon, our goal is to provide downside risk protection while participating in market upsides. This method allows us to proactively manage risk and improve portfolio returns.
1. Discover
Understand clients' goals and objectives.
2. Educate
Inform clients about their choices.
3. Collaborate
Work together to achieve specific investment goals.
4. Engage
Maintain ongoing client relationships.
Meet Our Team
Cort Meinelschmidt
CEOCort Meinelschmidt began his finance career in 2004 following his service in the U.S. Navy as a rescue swimmer. He focuses on portfolio management to assist clients in reaching their financial objectives. Outside of his role at Sentinel, he is visibly active in the community, supporting non-profits and local businesses.
Linsay Sharma
Office AdministratorJoining in 2014, Linsay brings extensive customer service experience, efficiently handling various duties for our valued clients.
Get In Touch
Main: (301) 665-9038
Fax: (301) 665-9039
Discloser
Cort Meinelschmidt offers advisory services through Capital Investment Advisory Services, LLC 100 East Six Forks Road, Suite 200 · Raleigh, NC 27609 · (919) 831-2370
The information contained on this website does not constitute an offer to sell securities in any jurisdiction. This site is for informational purposes only. None of the information contained on this website is a recommendation for investment in any securities.