Welcome to On Watch, a quarterly publication by Sentinel Trust Company designed to spotlight wealth management issues, trends, and opportunities relevant to ultra-high-net-worth families and their businesses.

Sentinel On Watch August 2011

On Watch

August 2011 | Volume 2, Issue 3

Sentinel Trust Company provides custom integrated planning, investment, fiduciary and administrative solutions to affluent families and their closely held businesses and entities.

In this issue:

The How and Why to Be a Great Beneficiary”
by Ross W. Nager, CPA

Japan Trip Report”
by Bruce L. Swanson, Ph.D.

Are Modern Portfolio Theory and Diversification Dead?”
by D. Fort Flowers, Jr., CFA