A complete list of active advisors currently associated with Sound Investments Inc.
Warmer can help you find a great advisor at Sound Investments Inc. or one who fits your needs even better.
Sound Investments Inc. provides financial planning and discretionary portfolio management to individuals, as well as pension and profit‑sharing plans, 401(k) plans, trusts and estates. Services are delivered on a fee‑only basis and the firm does not charge for completion of a written financial plan. Portfolios are built mainly with no‑load mutual funds, low‑cost ETFs and individual stocks, with access to institutional share classes at lower purchase amounts than typically required. Investment selection combines third‑party investment newsletters and a ranking process that emphasizes recent relative performance to identify emerging leaders, with asset allocation tailored to clients’ net worth, time horizon and risk tolerance. Noteworthy for a small independent adviser, the firm actively serves retirement plan clients in addition to individual households and the principal personally reviews all accounts. The practice pairs individualized cash‑flow projections and quarterly reporting with a trend‑oriented, newsletter-driven approach and expanded access to institutional share classes, which distinguishes it from many peers.
To learn more about the advisors currently working at Sound Investments 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.
Name |
Location |
Years of experience |
|---|---|---|
Overland Park, KS
| 27
|
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