- Income TaxMAAP portfolios have client specific exposures to stocks, bonds and cash equivalents. The percentage allocation of assets is selected to meet customer needs for current income, tolerance for risk and reward, time horizon and income tax considerations.
- Investment ManagementWe’ll provide a personalized strategy for success – Investment Management that will safeguard your goals as we build and protect your assets.
- Bonds
- Financial PlanningAre you interested in working with Sound Investment Strategies? For potential clients who need Investment Advice and/or Financial Planning we use the following 5 step process...
- Asset ManagementClients of Sound Investment Strategies (SIS), enrolled in our exclusive Managed Asset Allocation Program (MAAP), were able to effectively maintain a balanced portfolio that dynamically adjusted to changes in market values due to historic market volatility.