| SOUND ASSET MANAGEMENT INC. Sensible Financial Planning and Investment Management 203.222.9370 |
 |
| |
 |
| |
 |
| |
 |
| |
 |
Sound Asset Management provides comprehensive
financial planning, portfolio evaluation, and investment
management services. We offer short-term assistance for
specific concerns as well as ongoing guidance, primarily
serving clients in the greater New York tristate region
and throughout New England.
Typical questions we are asked:
My health? My family? My business?
These are only a few of the questions we are asked
regularly. In each case, we consult with our clients to
establish their objectives, then gather and analyze
information to identify the appropriate methods for
achieving clients' goals. Thereafter, we implement the
recommended courses of action and monitor progress
to help them achieve the desired results.
Our assistance for clients ranges from short-term
consultations for resolving specific problems to
comprehensive financial planning with ongoing
guidance. We communicate regularly through personal
meetings, telephone consultations, and interim reports.
For clients with adequate investment experience and the
emotional fortitude to manage and monitor their own
investments, we will review their portfolios and provide
recommendations for improvement.
For those who prefer the comfort and convenience of
professional assistance, we will manage their portfolios
on an ongoing basis.
We invest in mutual funds, exchange-traded funds,
equities, fixed-income securities, and alternative
opportunities for those portfolios. The investments
reflect a time-tested, textbook approach that seeks the
potential for above average total return while managing
risk exposure.
Within portfolios, the fixed-income segment brings with it
increased stability as well as current income. The
proportions of the equity and fixed-income components
are determined by clients' specific needs, risk tolerance,
and time horizons. We invest globally seeking above
average, risk-adjusted total return.
financial planning, portfolio evaluation, and investment
management services. We offer short-term assistance for
specific concerns as well as ongoing guidance, primarily
serving clients in the greater New York tristate region
and throughout New England.
Typical questions we are asked:
 | Market fluctuations make me uncomfortable. How | |
| can I reduce portfolio volatility while preserving the potential for growth? |
| I'm worried about my investments and wonder what | |
| I can do to get on a better track going forward? |
| Am I taking excessive risk? What can I do to | |
| reduce risk? |
| I'm disappointed in my current financial adviser. | |
| What worthwhile options do I have to take control of my finances? |
| I think I'm overpaying for my investments. What | |
| can I do to reduce those costs? |
| How can I reduce my debts and increase my | |
| savings? What's the first thing I should do to improve my financial situation? |
| Will I be able to retire comfortably? How soon will I | |
| be able to retire? |
| Have I saved enough to pay for my children's | |
| education? If not, how can I make up the difference? |
| Do I have adequate insurance for my home? |
| Am I taking best advantage of the income, gift or | |
| estate tax regulations? What can I do to improve my tax situation? |
| How can I best manage my 401k or profit sharing | |
| plan? |
| Do I have a proper will? Health care proxy? Durable | |
| power of attorney? Is my estate plan in order? |
These are only a few of the questions we are asked
regularly. In each case, we consult with our clients to
establish their objectives, then gather and analyze
information to identify the appropriate methods for
achieving clients' goals. Thereafter, we implement the
recommended courses of action and monitor progress
to help them achieve the desired results.
Our assistance for clients ranges from short-term
consultations for resolving specific problems to
comprehensive financial planning with ongoing
guidance. We communicate regularly through personal
meetings, telephone consultations, and interim reports.
For clients with adequate investment experience and the
emotional fortitude to manage and monitor their own
investments, we will review their portfolios and provide
recommendations for improvement.
For those who prefer the comfort and convenience of
professional assistance, we will manage their portfolios
on an ongoing basis.
We invest in mutual funds, exchange-traded funds,
equities, fixed-income securities, and alternative
opportunities for those portfolios. The investments
reflect a time-tested, textbook approach that seeks the
potential for above average total return while managing
risk exposure.
Within portfolios, the fixed-income segment brings with it
increased stability as well as current income. The
proportions of the equity and fixed-income components
are determined by clients' specific needs, risk tolerance,
and time horizons. We invest globally seeking above
average, risk-adjusted total return.
| Many investors are frustrated by extremely low interest rates on CDs and money market funds. For higher returns, Click Here. |
