Sound Futures

Sound Futures is a robo-advisor that uses an online platform to provide investment advisory and portfolio management services. Clients complete an online questionnaire to determine their financial goals and risk profile, which is then used to create a personalized portfolio recommendation. Sound Futures offers asset allocation, portfolio analysis, portfolio rebalancing, and security selection strategies. Sound Futures does not hold client funds or securities; custody and trading services are provided by Betterment Securities.