For example, as a mutual fund investor, you have no control
over buying and selling time, creating potential tax inefficiencies.
You also have no ability to customize the fund's portfolio,
which can limit your return and create other significant restrictions
on managing
your wealth in a tax efficient way.
Sound Capital provides another way to manage your money: a professionally
managed account with the ability to customize investment strategies
with equivalent or lower relative costs than many mutual funds.*
Most importantly, the
account is managed with your objectives in mind, rather than those
of the fund.
 |
You get a premium service for less than the cost of the average mutual fund* |
 |
Professionally managed accounts offer more control over tax liabilities and strategy |
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Customized strategies designed with your objectives in mind |
*Source: Morningstar Principia Pro, 12/31/04 |