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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.