SOUND ASSET MANAGEMENT, INC.

Overview

Sound Asset Management, Inc. is a small, independent registered investment adviser serving individuals and families with a focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets basis and also accepts hourly engagements, which aligns with a hybrid model for ongoing investment oversight and project-based planning work. Sound Asset Management tends to build client portfolios around pooled public vehicles rather than concentrated individual-stock bets, and it does not position itself as an ESG specialist. The firm works with outside professionals — notably accountants — as part of its client service model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices