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Answers to some of the more frequently asked questions about asset management
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Asset Management
Many individual investors resort to investing in mutual funds as a way to lower the management burden that comes with equity or fixed asset investment.
Mutual funds have some advantages for smaller net-worth investors but the lack of direct portfolio control by the investor results in a number of major disadvantages for high net-worth individuals.

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
Customized strategies designed with your objectives in mind

*Source: Morningstar Principia Pro, 12/31/04