Sound Investment Strategies, Inc.

Overview

Sound Investment Strategies, Inc. is a corporation operating as an independent registered investment adviser that serves individual and family clients. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its fees are billed as a percentage of assets under management or via fixed fees. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices