Sound Portfolio Advisors

Becoming a Client

We believe that having great clients that understand and value what we do is a key element of our success. New clients are generally accepted as referrals from existing clients and other professional advisors including lawyers and accountants with exceptions made on a limited basis. Current clients come from a wide range of backgrounds and from all over the United States. They are united by a desire to hand over the day-to-day management of their portfolios to experienced, capable hands and to have a competent, thoughtful source of additional financial advice, as it as may be required by their situation, regarding a broad range of topics.

Prospective clients have an understanding of the differences between saving, investing and speculating and have a clear desire to be serious, long-term investors. To this end, they seek the best possible return consistent with a level of risk that is appropriate for them. The stage of being a prospective client is characterized by sober discussions of risk and reasonable expectations of returns rather than sales pitches.

Potential clients should have an appreciation of the importance of having their assets managed in the context of their overall financial situation. They also understand that volatility is an intrinsic part of investing and is, in fact, the price to be paid for returns that are greater than those that can be obtained by riskless saving and necessary to keep spending power ahead of inflation.