Sound Asset Management, INC.

Sound Asset Management is an Ohio-registered investment advisor located in Mason, Ohio, led by sole owner and operator Fred Gartenlaub. Sound Asset Management primarily provides ongoing investment management services, building customized portfolios using no-load mutual funds, exchange-traded funds, and individual stocks. Portfolios are managed with a long-term perspective, incorporating technical and fundamental analysis alongside risk tolerance assessments through Nitrogen. Sound Asset Management holds discretionary authority to trade within client accounts, which are custodied at Charles Schwab & Co., Inc. In addition to portfolio management, Sound Asset Management offers advice on income tax planning, estate planning, retirement planning, and general financial planning on an hourly or as-needed basis.