Soundwatch Capital, LLC

Soundwatch Capital, LLC is a registered investment advisor that specializes in rules-based investment strategies, including hedged equity and defined outcome strategies. Rather than working directly with individual retail clients for day-to-day planning, Soundwatch Capital primarily operates as a sub-advisor, managing portions of client portfolios on behalf of primary financial advisors and platform managers. The investment approach aims to balance risk and reward across market cycles by using exchange-traded funds and listed options. For its hedged equity strategy, Soundwatch Capital uses model portfolios geared toward specific objectives, while defined outcome strategies offer some degree of customization through the client's primary advisor. Additionally, Soundwatch Capital serves as the investment advisor to a registered investment company, the Soundwatch Hedged Equity ETF. Soundwatch Capital does not provide personal financial planning services.