Sound Income Strategies Hits $4 Billion Milestone in AUM
The firm puts income generation first, attracting advisors and retirees from all over
Significant Growth in Assets Under Management
Sound Income Strategies, an SEC-registered Investment Advisory firm, proudly announces its achievement of surpassing $4 billion in assets under management (AUM). This milestone signifies a pivotal moment for the firm, reaffirming its position as a leader in income-focused investing strategies.
Unique Investment Philosophy
Since its inception in 2014, Sound Income Strategies has distinguished itself with its income-first approach to portfolio management. The firm emphasizes creating renewable income streams through a well-curated selection of income-generating securities. This helps investors safeguard their principal investments while maintaining a consistent cash flow. Furthermore, Sound Income Strategies manages a diverse portfolio of separately managed accounts (SMAs) and two exchange-traded funds (ETFs), DIVY and FXED, designed to offer reliable income and enhance the long-term financial security of retirees and pre-retirees.
Statements from Leadership
Eric Lutton, CFA, Chief Investment Officer for Fixed Income at Sound Income Strategies, shares insights about the company's growth, stating, "While the market often focuses on growth alone, our primary objective has always been to empower clients to rely on their portfolios to sustain a comfortable lifestyle without the anxiety of market timing. Achieving $4 billion in assets affirms our disciplined, income-centric philosophy resonates well, especially as advisors and retirees are more than ever seeking stability amid market uncertainties."
Impressive Year-to-Date Performance
Along with surpassing the $4 billion AUM mark, Sound Income Strategies has recorded substantial growth across key performance indicators for the year. Since the dawn of 2025, total AUM has risen by an impressive 14%. This growth is made possible by an expanding clientele, comprising nearly 13,000 households, alongside a network of over 120 advisors who benefit from the firm’s expert portfolio management services.
About Sound Income Strategies
Sound Income Strategies, LLC, is based in Fort Lauderdale, Florida, and specializes in the development and active management of portfolios focused on generating income. Established in 2014, the firm is dedicated to assisting retirees and pre-retirees in creating secure income streams while preserving their original investments. With over $4 billion in assets under management, the firm continues to pave the way for innovative investment strategies.
Investment Advisory Services
Sound Income Strategies offers investment advisory services as an SEC Registered Investment Advisory Firm, ensuring that clients receive expert guidance tailored to their financial needs.
Frequently Asked Questions
What is the primary focus of Sound Income Strategies?
The firm specializes in income-oriented investment strategies, helping retirees and pre-retirees build reliable income streams.
How much AUM has Sound Income Strategies achieved?
Sound Income Strategies has surpassed $4 billion in assets under management, representing significant growth for the company.
What types of investment products does the firm manage?
They manage separately managed accounts (SMAs) and two exchange-traded funds (ETFs) aimed at generating consistent income.
When was Sound Income Strategies founded?
Sound Income Strategies was founded in 2014, dedicated to an income-first investment philosophy.
Who leads Sound Income Strategies?
Eric Lutton serves as the Chief Investment Officer for Fixed Income at Sound Income Strategies, guiding the firm's investment approach.
