Sound Investment Strategies, Inc.

Overview

Sound Investment Strategies, Inc. operates as an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients and offers financial planning and portfolio management tailored to individuals and small businesses. Its fee model combines a percentage-of-assets-under-management approach with fixed fees. The adviser is not positioned as a capital allocator and is not marked as an active ESG investor or a multi-state adviser in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives