Sound Asset Management Group, LLC

Overview

Sound Asset Management Group, LLC is an independent, SEC-registered Registered Investment Adviser organized as an LLC and in business since 2007. The firm is individually owned and describes itself as a capital allocator that focuses on selecting third-party advisers rather than running a large in-house investment platform. Its fee structure is listed as “other,” and it is not identified as an active ESG investor or a multistate adviser. Regulatory and related-adviser flags in the available data are negative. The firm's advisory activity centers on manager selection and allocation to external managers, which positions Sound Asset Management Group as a strategist/oversight firm that sources and monitors outside investment managers for client portfolios rather than operating primarily as a traditional discretionary portfolio manager.

Assets & Accounts

Investments & Alternatives