$1.2B AUM | $2.6MM Rev in
Fort Lauderdale, FL
Sound Income Strategies is a Registered Investment Advisory firm specializing in the active management of income-generating portfolios. With over $1.2 billion in AUM Sound Income Strategies is made up of experienced investment management specialists who actively manage client's portfolios with the goal of maximizing the value of the client's income portfolio and helping build a retirement plan for the client that delivers dependable income, growth potential, and, most importantly, defense against damaging losses.
Sound Income Strategies, LLC was founded in 2014 by David J. Scranton, CLU, ChFC, CFP®, CFA, MSFS. David has been recognized during his 30 years in the industry as an advisor who is particularly protective of his clients’ assets. David is invited often to share his insights on the financial markets on CNBC, Bloomberg, Fox Business, and other news outlets. In 2016, David started his own TV show "The Income Generation", on Newsmax TV which is now broadcast to 70 million households nationwide every Sunday at 10:00 AM (150 episodes televised so far).
Due to our National marketing efforts and income portfolio expertise we have been able to grow our businesses and AUM substantially. As a result we are expanding our presence in 3 purposeful ways:
1) For IARs whose focus is in equity-based investments we can offer a partnership with us as a sub-advisor to directly manage the fixed-income component of your clients' portfolios.
2) For IARs interested in becoming designated "Income Specialists" affiliated with us or our Retirement Income Store franchises (26 stores in 14 ___ far) we can offer hundreds of warm leads generated each month via our multi-tiered and dynamic radio, television, seminar and online advertising in your markets- all using our proprietary "attract not chase" turn-key bulls-eye marketing systems and metrics.
3) To continue the expansion and growth of our National footprint by helping you create a thoughtful exit strategy including the direct purchase of successful RIAs like yours (in full or in partial).
If you think any of these paths might be a good fit for you please call Barry C. Wheeles, our National Director of Business Development directly for a confidential discussion at ___-___-____ or email ___ to explore and learn more.
Sound Income Strategies- "The secret to a great retirement is in our middle name." ___