Our Investment Process
The Sound Investment Group employs an ongoing four-step "Intelligent Wealth Guidance" process to help you make sound investment decisions
- Client Profile - Following a strategic investment process begins with an understanding of your reasons for investing, how long you have to address your goals and your investment risk tolerance. Once we have a clear picture of your needs and goals we will help you build a customized plan.
- Develop an Asset Allocation Strategy - At the heart of your plan is a customized strategic asset allocation of investments that's based on the information gathered in our profiling step. Your asset allocation is like a roadmap that identifies the types of investments and assets suited toward addressing your financial goals.
- Investment Selection - We will recommend and implement specific investments to fit your personal asset allocation strategy. Your investments will be chosen from a select list of carefully researched money managers, exchange traded funds (ETF's), mutual funds or individual securities.
- Monitor Performance - We will review and monitor your portfolio with you on a regular basis to assess your progress. This step involves regular communication to go over market developments and changes in your financial life.
Asset allocation does not ensure a profit or protect against a loss.