Sound Income Strategies LLC

Overview

Sound Income Strategies LLC is a registered investment advisory firm specializing in income-focused investment strategies for retirees and pre-retirees. The firm manages portfolios of individual, income-generating securities, aiming to maximize income while preserving principal. Their investment philosophy centers on generating renewable income streams through a carefully selected mix of income-producing securities, helping investors sustain reliable cash flow. The firm's team of CFAs and portfolio managers actively manage client portfolios, focusing on income generation and growth opportunities. They offer separately managed accounts (SMAs) and two exchange-traded funds (ETFs) designed to deliver consistent income and long-term financial security for retirees and pre-retirees. Their income-oriented business model has been proven to help advisors boost client retention during down markets. Since its founding in 2014, Sound Income Strategies has experienced significant growth, surpassing $4 billion in assets under management as of November 2025. This growth reflects the firm's commitment to its income-first philosophy, which continues to resonate with retirees and advisors seeking consistency and confidence in uncertain markets.

Investment Focus

• Accredited investors only