SOUND INVESTMENT STRATEGIES, INC.

Overview

Sound Investment Strategies, Inc. is an independent, privately owned registered investment adviser that focuses on serving individual and family clients, with some small-business relationships. The firm provides financial planning and portfolio management services and charges clients via a percentage-of-AUM model alongside fixed fees. It is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is organized as a corporation with individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices