Portfolio Management

We believe every client deserves personalized financial solutions. Regardless of where you are in your financial journey, one of our franchised Financial Advisors will spend the time to get to know you and your goals. Once they have identified your specific goals, they can build a fully-customized financial plan to help you achieve the retirement you’ve always envisioned.

Income Generating Investments

Our franchised advisor’s clients understand that individual fixed-income securities can provide a measurable reduction in risk, costs, and tax implications when compared to bond mutual funds.

That’s why our franchised advisors create fully-customized portfolios of individual income producing investments that are tailored to their client’s needs. Our affiliate, Sound Income Strategies’ active management of individual bonds and bond-like instrument allows them to continually identify and act upon opportunities to help maximize returns for our franchised advisor’s clients — seeking to help maximize income first and provide opportunities for growth second.

To do this, our affiliate Sound Income Strategies uses a variety of strategies, including proactively swapping bonds and bond-like instruments to get a higher current yield today, as well as swapping bonds and bond-like instruments to get a higher yield in the future by getting a better purchase price today.

This way, if it is held until maturity, our franchised advisor’s clients can earn more. Something else our affiliate Sound Income Strategies can do is to swap bonds and bond-like instruments defensively to get a more secure bond with a higher rating, or a shorter-term bond.

Connect with an advisor in your area to find out if your retirement is on track.