At Sound Consulting Services, we understand that every client has unique needs. Our role is to help you make smarter, better informed decisions about your investments, providing you with greater financial independence and stability.
Our investment strategies enhance your success by establishing a growing portfolio that optimizes returns and lowers volatility. We are affiliated with many of the country’s leading investment management firms. They execute the investment strategies dictated by your personal plan. These alliances allow SCS to provide comprehensive quarterly performance reports, detailed tax information, and high levels of advice and service at a reasonable cost. Our clients are business owners and professionals, including dentists, engineers and software company owners. They are financially successful, experienced and prudent investors with an average portfolio size of $ 1million.
While each of our clients is unique, they all have one thing in common: They want unbiased investment advice from experienced professionals. Our clients look to SCS to preserve their capital and provide real growth in their portfolios after taxes and inflation. They have worked hard for their money and look to us to guide them toward financial stability in retirement.
Our Approach
When you start working with SCS, we become your “personal chief financial officer”, offering the resources to coordinate all of your financial needs. SCS has developed strategic alliances with key professionals who can handle your estate planning, retirement planning, tax planning and even your company group benefits. We believe the synergy created by professionals working together makes our team approach more efficient than working with any one of us individually.
Unlike many financial advisors, we are an independent firm with no proprietary investment products to push. Since our Broker/Dealer, LPL Financial was founded in 1989, LPL Financial’s business philosophy remains unchanged: To provide exceptional service to the financial advisors it serves. Alongside this commitment is LPL Financial’s unwavering focus on delivering timely, in-depth and unbiased investment research and recommendations to the investing public through its financial advisors.
For those of us with a passion for investing, client service and professional excellence, independence means we are able to realize a commitment to our professions, our community and the financial success of our clients while taking full advantage of LPL Financial's exceptional back-office support, regulatory expertise and oversight, as well as state-of-the-art technology.
These advantages are passed on to our clients in the form of better and more personalized service and access to truly unbiased, comprehensive research, enhancing the way we do business.
Our Investment Process
Before we begin developing your investment strategy. we assess your investment goals, available resources, desired rate of return, and risk tolerance. This research allows us to customize a plan to fit your specific needs.
Then we develop a unique investment policy that addresses your specific risk versus returns concerns. Once that policy is in place, we provide personal investment advice.
Asset allocation is an investment strategy designed to create a portfolio of diversified asset classes that seeks to maximize potential returns for a given level of risk. A diversified portfolio of low correlation asset classes can offer resilience to market volatility as the movement of individual positions has less effect on the overall performance of the portfolio.
Strategic Asset Allocation
A long term investment strategy, strategic asset allocations creates a blend of asset classes with little emphasis on short-term market fluctuations.
Tactical Asset Allocation
The short-term component of asset allocation, tactical asset allocation attempts to capitalize on market tendencies to seek superior investment returns.
We make periodic adjustments to rebalance your portfolio, ensuring that our strategies stay on track with your needs.
