Sound Portfolio Advisors

What We Do

Sound Portfolio Advisors, LLC provides fee-only financial planning and institutional–quality portfolio management based on nearly 20 years of experience. Services are provided in an environment free of conflicts of interest with an emphasis on process rather than products.

At Sound Portfolio Advisors, LLC we believe that financial planning and portfolio management are long-term processes rather than one time events. An outline of those processes is as follows:

Develop an understanding of the client’s specific situation and resources
Establish client resources goals and objective
Determine if those goals are compatible with available resources
Review and make recommendations regarding the client’s overall financial structure including wills, trusts, insurance, debt structure and business ownership, strategy and continuity where appropriate
Structure an appropriate custom portfolio taking into account risk tolerance and ability, taxes and expenses
Monitor and review the portfolio with changes made based on the following:

Rebalancing to bring the portfolio back to the intended allocation
Changes in client’s situation
Changes in overall economic market conditions
Changes within a portfolio holding

As part of the monitoring process clients are provided with complete reporting including:

Comprehensive quarterly performance reporting
Annual cost basis reporting
Quarterly commentary that provides the basis for overall portfolio structure and puts performance in the context of current events