Sound Investment Strategies, Inc.

Sound Investment Strategies provides discretionary portfolio management and investment supervisory services to individuals, retirement and profit‑sharing plans, trusts, estates, and corporations, serving roughly 97 clients and managing about $52.1 million in assets. In addition to ongoing portfolio management, the firm offers option income services—specifically writing covered calls—and accommodates client‑imposed restrictions such as minimum bond credit quality and socially conscious investments.

The firm combines fundamental and quantitative analysis to estimate intrinsic value and assess macroeconomic, industry and company factors, using those inputs to tailor asset allocation and security selection to each client's risk tolerance. Strategies may be implemented with long‑ or short‑term holdings as appropriate, and most advisory accounts are managed on a discretionary basis.

Noteworthy for a firm of its size, Sound Investment Strategies reports custody of approximately $13,785,845 of client assets across 37 accounts due to third‑party standing letters of authorization, an operational detail clients should consider when reviewing custodial statements. The firm discloses no material outside affiliations or disciplinary history and typically recommends a single custodian to clients to access institutional trading and support services.