- Who We Are
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Vehicles For Success
At Sound Foundation we are proud to have access to the top strategists, investments, and portfolios. Because we are a company free from quotas and proprietary products, we have a significant competitive advantage over much of the competition. We pride ourselves on giving the “every day” investor access to investments, managers and strategies that were previously reserved for only the largest institutions.
Our broker dealer, Cambridge Investment Research, does a phenomenal job of vetting investment opportunities on their merit and ability to perform for investors. This gives our team at Sound Foundation incredible depth and diversity of options to use to create a completely custom and optimal portfolio and plan for each and every client.
Many individuals are unaware of many of the opportunities available in the market place simply because they have never worked with an advisor that had access to them before. Competition in the investment marketplace will continually drive up the quality as they strive to meet client’s needs, avoid upcoming market risks, and take advantage of opportunities.