Sound Financial Investment Management, LLC

Overview

Sound Financial Investment Management, LLC is an Ohio-based limited liability company owned by an individual adviser. The firm provides fee-based portfolio management and advisory services with a focus on individuals and small businesses. Its stated advisory activities include portfolio management, selection of other advisers, pension consulting services and conducting educational seminars and workshops. The firm operates as a capital allocator, indicating it places client capital with external managers when appropriate. Its billing model is percentage of assets under management. Sound Financial does not identify as an active ESG investor and is not described as a multi-state adviser. Sound Financial lists an affiliation with an insurance company, which may inform its product mix and retirement-income offerings.

Investments & Alternatives

Location & Offices