Separately Managed Accounts

With Separately Managed Accounts, we hire a professional money management company to source investments in a specific discipline. In an equity-centric portfolio, the investor owns the individual stocks and can see them in their portfolio and on their statements. All investors in a chosen portfolio hold the same securities – in the same proportion – regardless of the amount invested.

SOUND Wealth Management Group utilizes Raymond James Consulting Services (RJCS) for manager research, ongoing monitoring and regular due diligence.

In conjunction with Separately Managed Accounts and other selected investments, SOUND Wealth Management Group utilizes SWMG Proprietary Strategies to complete client portfolios in a manner that is consistent with their goals and risk tolerance.