INVESTMENT MANAGEMENT

If you prefer that we handle the day-to-day investment decisions, you can choose Sound Financial Solutions, Inc. to manage your investment portfolio on a discretionary basis.

As such we will

• Establish investment policy and guidelines for the day-to-day decisions we will implement for you
• Continuously assess market conditions to identify and capitalize on opportunities for you
• Select investments within established guidelines
• Execute transactions
• Evaluate emerging opportunities
• Monitor investment results
• Initiate periodic status reports to review life changes and plan performance
• Recommend adjustments if needed to maintain progress toward your goals

 

PORTFOLIO ANALYSIS

If you prefer self directed investing, you can choose Sound Financial Solutions, Inc. to evaluate your portfolio.

We will

• Analyze portfolio composition by asset class, industry, geography, or investment style
• Identify portfolio risk
• Recommend asset allocation and mutual fund choices, including employer plans
• Aggregate all of your accounts for a clear picture of what you own
• Recommend parameters for rebalancing asset classes

 

Build a better future
with sound financial solutions