SOUND INVESTMENT MANAGEMENT, LLC

Overview

Sound Investment Management, LLC is a small, independent registered investment advisor that focuses on serving individual and family clients. The firm operates primarily as a discretionary portfolio manager and financial planner, combining traditional wealth management with selection-of-other-advisers capabilities. Its business model includes flat and hourly fee options as well as the more common percentage-of-AUM fee, so it can accommodate both ongoing asset management relationships and project-based planning work. Investment activity centers on publicly available pooled vehicles—public funds and mutual funds are the largest single bucket on the books—while the firm also functions as a capital allocator into third-party alternative managers. Sound Investment Management emphasizes manager selection when it allocates to non-public strategies and lists private equity, venture capital, hedge funds and real estate among the external alternative categories it employs. The adviser is not an active ESG investor and is structured as a single-state operation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices