Sound Portfolio Advisors
provides institutional-quality portfolio management to individuals and
retirement plans. The firm is a Registered Investment Advisor and
manages portfolios and provides advice exclusively on a fee-only basis.
The Sound approach to investing provides experienced, personalized investment advice in an environment that is free from the conflicts of interest and sales tactics that have been the hallmark of traditional brokerage investing. As part of the portfolio management process, clients interact with directly with the manager responsible for the account and receive clear, comprehensive quarterly performance reports.
Based
in Mystic, Connecticut, Sound Portfolio Advisors was founded in January
of 2004. Since then the firm has grown to serve clients in over a dozen
states and Europe.
SOUND Website Disclosure Statement
Sound Portfolio Advisors (hereinafter “Sound”) is not rendering or offering to render personalized investment or other advice through this medium. This website is limited to the dissemination of general or descriptive information related to the service offerings of Sound. Such services can only be rendered for compensation after all of the following conditions, among others possible, are met: (a) Sound is registered, or excluded or exempted from registration, as an investment advisor in the applicable state or other jurisdiction(s); (b) a legally compliant disclosure “brochure” is delivered by Sound to the client; (c) an investment advisory agreement, specifying the client’s investment goals and objectives among many other things, is executed and delivered between Sound and the client; (d) one or more accounts are established by the client with an applicable custodian firm over which Sound has a limited power of attorney to manage such account(s) and (e) payment is made for such services Sound may only transact business in your state if it is first registered, excluded or exempted from state registration requirement as the case may be. Follow-up or individualized responses to you by Sound that involve either affecting or attempting to affect the rendering of personalized investment advice for compensation, as the case may be, will not be made absent compliance with applicable state, federal or local investment advisor registration and/or other legal requirements, or an applicable exemption or exclusion. Sound will attempt to ascertain the jurisdiction of the source of each inquiry before responding to the inquiry. Nothing contained herein should be construed as relieving Sound of relevant registration or other requirements in any particular jurisdiction. The information in this website is based on data gathered from what Sound believes are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended as a primary basis for investment decisions. It should not be construed as advice meeting the particular investment needs of any investor.
Sound Portfolio Advisors (hereinafter “Sound”) is not rendering or offering to render personalized investment or other advice through this medium. This website is limited to the dissemination of general or descriptive information related to the service offerings of Sound. Such services can only be rendered for compensation after all of the following conditions, among others possible, are met: (a) Sound is registered, or excluded or exempted from registration, as an investment advisor in the applicable state or other jurisdiction(s); (b) a legally compliant disclosure “brochure” is delivered by Sound to the client; (c) an investment advisory agreement, specifying the client’s investment goals and objectives among many other things, is executed and delivered between Sound and the client; (d) one or more accounts are established by the client with an applicable custodian firm over which Sound has a limited power of attorney to manage such account(s) and (e) payment is made for such services Sound may only transact business in your state if it is first registered, excluded or exempted from state registration requirement as the case may be. Follow-up or individualized responses to you by Sound that involve either affecting or attempting to affect the rendering of personalized investment advice for compensation, as the case may be, will not be made absent compliance with applicable state, federal or local investment advisor registration and/or other legal requirements, or an applicable exemption or exclusion. Sound will attempt to ascertain the jurisdiction of the source of each inquiry before responding to the inquiry. Nothing contained herein should be construed as relieving Sound of relevant registration or other requirements in any particular jurisdiction. The information in this website is based on data gathered from what Sound believes are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended as a primary basis for investment decisions. It should not be construed as advice meeting the particular investment needs of any investor.