Sound Investment Strategies, Inc.

Overview

Sound Investment Strategies, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It describes itself as a capital allocator and charges clients via a percentage of assets under management and fixed fees. The firm does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives