A complete list of active advisors currently associated with Sound Investment Strategies, Inc.

Warmer can help you find a great advisor at Sound Investment Strategies, Inc. or one who fits your needs even better.

Sound Investment Strategies provides discretionary portfolio management and related financial planning to individuals (including high-net-worth clients) as well as pension plans, trusts, estates and corporate clients. Financial planning is offered only as part of the portfolio management relationship rather than as a standalone service, and the firm may recommend third‑party advisers when appropriate. The firm follows a combined fundamental and quantitative investment process, documenting goals and risk tolerance in an Investment Policy Statement and monitoring accounts continuously while employing both long‑ and short‑term strategies. SIS uses valuation-driven equity analysis and a quality-focused approach to fixed income, and it may aggregate (block) trades across multiple client accounts when executing allocations. Compared with many peers, SIS is a small adviser managing roughly $63 million with a two-advisor team and a client base under 100, and it offers option-income services (covered‑call writing) that are not common among similar firms. The firm also makes fixed quarterly fee arrangements available in certain situations, states it does not take third‑party sales compensation or performance fees, and discloses limited custody of client assets via standing letters of authorization with SEC‑specified safeguards while generally recommending a specified custodian for execution and custody.

To learn more about the advisors currently working at Sound Investment Strategies, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Sound Investment Strategies, Inc.'s office locations.