Sound Asset Management, Inc.

Overview

Sound Asset Management, Inc. is an independent registered investment adviser focused on serving individual and family clients. The firm’s advisory offering centers on personalized financial planning and portfolio management across both individual/small business and institutional/business clients, with additional pension consulting services. Fee arrangements include a percentage-of-AUM model and hourly charges, which supports a mix of ongoing portfolio oversight and project-based planning work. Investment preference tilts toward equities: the firm reports a clear preference for exchange-traded equity exposure as its primary asset sleeve. That equity bias is balanced by allocations to mutual funds and corporate debt for income and diversification, plus third‑party alternative strategies in real estate, commodities and oil & gas. Sound Asset Management operates as a single-office, owner-operated RIA with a client base that appears concentrated and service-oriented rather than mass-market.

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Public Holdings

Investments & Alternatives

Location & Offices