Sound Income Strategies has once again proven itself as the undisputed leader in income-generating investment solutions. The firm’s Core Plus Separately Managed Account (SMA) has achieved the highly coveted five-star rating from Morningstar across one-, three-, and five-year periods, placing it among the elite top 1% of its peers for one-year performance and within the top 2% over longer durations. This is a resounding endorsement of the firm’s expertise, innovation, and relentless commitment to investor success.
This prestigious recognition underscores the game-changing impact of Sound Income Strategies’ income-first philosophy, a cutting-edge approach designed to deliver maximum risk-adjusted returns. The Core Plus SMA strategy is a powerhouse, providing investors with a robust, diversified, and income-focused portfolio that includes preferred securities, individual corporate bonds, real estate investment trusts (REITs), business development companies (BDCs), and exchange-traded funds (ETFs). By focusing on stability and long-term growth, this strategy has redefined how smart investors generate sustainable income.
“Our five-star rating is a testament to the unique and transformative benefits of our income-first investment strategy,” said Eric Lutton, Chief Investment Officer at Sound Income Strategies. “The stability, dependability, and long-term growth potential of our approach minimizes risk in our clients’ portfolios while maximizing the total return on their hard-earned investment dollars.”
The accolades don’t stop there. This five-star rating is just the latest triumph in what has been an extraordinary run for Sound Income Strategies. The firm achieved record-breaking success in 2024, with assets under management (AUM) skyrocketing by an impressive 32% to over $3.5 billion, while total accounts surged by 22%, surpassing 23,000. These jaw-dropping figures underscore the firm’s momentum and reputation as the go-to source for income-driven investing.
“It’s both an honor and a privilege to be recognized for our team’s hard work and the superior returns we deliver for our clients,” said Barry C. Wheeles, Director of New Business Development at Sound Income Strategies. “As Sound Income Strategies continues its incredible growth trajectory, we remain committed to earning our clients’ business every day.”
For investors and financial advisors looking for a proven, results-driven investment partner, the time to act is now. Discover how Sound Income Strategies’ powerful income-generating investment philosophy can take your portfolio to the next level. Don’t miss the opportunity to work with an industry leader—visit Sound Income Strategies today and experience the future of income investing firsthand!
