Soundmark has received the Five Star
Wealth Manager Award for Best in
Client Satisfaction.
Soundmark has received the Five Star
Wealth Manager Award for Best in
Client Satisfaction.
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An Innovative IdeaDespite the wisdom of our unique investment philosophy, Wall Street and the majority of advisory firms continue to focus on picking top-performing stocks and mutual funds. At Soundmark, we build a globally diversified portfolio that includes passively managed (indexed) mutual funds as well as fixed income and real estate securities. The obvious benefit to this approach is that you maximize your chances of capturing the entire return of each asset class. The not-so-obvious but essential benefit is that it allows us to focus on the financial planning issues that matter most of all to you. |
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Diversify GloballyModern portfolio theory suggests that by adding dissimilar asset classes to a portfolio, you potentially increase returns and reduce volatility. Minimize TaxesTaxes can significantly reduce the overall returns on a portfolio. We use tax-efficient investments and place your investments in the appropriate accounts to minimize taxes. Minimize ExpensesFund expenses and trading costs can significantly reduce the overall returns on a portfolio. We use investment options that minimize trading costs and utilize low-cost, passive or index-style investments. Capture Asset Class ReturnsCapturing the entire return of each asset class is a sophisticated way to maximize your return potential in the stock market. We utilize passive or indexed asset class investments to build a diversified portfolio. Ignore Wall StreetOur philosophy is unique within the financial management arena. Because capital markets are relatively efficient, we don’t waste your time, money and energy in an attempt to pick the top-performing stocks and mutual funds, which academics have shown to be counterproductive to reaching your goals. |
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