Have your assets and long-term goals grown beyond your comfort level to manage them on your own? Do you need financial guidance as a result of life changing events? If you've been considering someone to help guide you through the challenges of today's economy toward the realization of your dreams, our team of advisors can help. We'll provide a personalized strategy for success - a financial plan that will safeguard your goals as we build and protect your assets.
Services
Jed Sires, CFP is Executive Vice President at Sound Investment Strategies where he focuses on managing client portfolio's and helping individuals plan and achieve their financial goals. Jed started working in the financial services industry in 2001 with Guardian Capital after graduating from the University of Washington with a Bachelor's degree in Economics.
We are an independent, fee-only Registered Investment Advisor (RIA) dedicated to helping individuals build sound financial futures with financial planning and investment management. Since we are fee-only, we give advice based on what's best for you. Fee-only enables you to understand exactly what you are paying for and allows us to develop customized solutions for your complex needs.
Late 2008 through early 2009 marked the most recent low in equity and other markets. Many investors were in denial regarding the losses their portfolios had sustained. Other investors were so fearful of the future that they reduced or eliminated their holdings and went to 'cash'.
Clients of Sound Investment Strategies (SIS), enrolled in our exclusive Managed Asset Allocation Program (MAAP), were able to effectively maintain a balanced portfolio that dynamically adjusted to changes in market values due to historic market volatility.MAAP portfolios have client specific exposures to stocks, bonds and cash equivalents.
Clients of Sound Investment Strategies (SIS), enrolled in our exclusive Managed Asset Allocation Program (MAAP), were able to effectively maintain a balanced portfolio that dynamically adjusted to changes in market values due to historic market volatility.MAAP portfolios have client specific exposures to stocks, bonds and cash equivalents.
One of the stalwart performers of a balanced investment portfolio, fixed income securities in the form of investment grade bonds, offer a safe haven for your money. Bonds are used to produce a predictable stream of income while retaining excellent safety of principal. In addition, during deflationary cycles, bonds provide excellent protection by preserving purchasing power.
Contact Jed by phone, email or the comment box. Together we will explore your financial needs and discuss whether an advisory relationship will be a good fit. We will then schedule a complimentary, face-to-face meeting to further evaluate your needs and determine just how we can help you. After we decide to work together, we will develop a contract that includes a description of the services we provide and the fees we charge.
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