Press Releases
November 5, 2025 • Sound Income Strategies –
Firm’s income-first philosophy continues to attract advisors and retirees nationwide.
Sound Income Strategies, an SEC-registered Investment Advisory firm (RIA), today announced that it has surpassed $4 billion in total assets under management (AUM), marking a significant milestone in the firm’s continued growth and leadership in income-based investing. Since its founding in 2014, Sound Income Strategies has stood apart through its income-first approach to portfolio construction and management. The firm’s investment philosophy focuses on generating renewable income streams through a carefully selected mix of income-producing securities, helping investors preserve principal while sustaining reliable cash flow. Sound Income Strategies also manages an array of separately managed accounts (SMAs) and two exchange-traded funds (ETFs) — DIVY and FXED — each designed to help deliver consistent income and long-term financial security for retirees and pre-retirees.
February 25, 2025 • Sound Income Strategies
Sound Income Strategies’ income-first investment solutions cement its position as an industry leader.
Sound Income Strategies, a national leader in income-oriented investment solutions, announces that its Core Plus Separately Managed Account (SMA) has earned Morningstar’s prestigious five-star rating over one-, three- and five-year periods. Compared to its active peers and passive indices, the SMA ranks in the top 1% for one-year performance and the top 2% for the three- and five-year periods.
This recognition — awarded to investment products with the strongest risk-adjusted returns in their category — highlights the continued success of the Core Plus SMA strategy, which consistently delivers superior results across multiple timeframes. Designed to provide investors with a diversified, income-focused approach, the strategy utilizes preferred securities, individual corporate bonds, REITs, BDCs, and ETFs.
FORT LAUDERDALE, FL, August 30, 2023 — Sound Income Strategies, a Fort Lauderdale,
Florida-based Registered Investment Advisory (RIA) firm with more than $2 billion in assets under
management, today announced its Sound Enhanced Fixed Income ETF (FXED) topped Morningstar’s
ranking of 137 similar funds based on total returns as of June 30, 2023.
FORT LAUDERDALE, FL, Feb. 1, 2024 /PRNewswire/ — Sound Income Strategies, a Fort Lauderdale, Florida-based Registered Investment Advisory (RIA) firm with more than $2.6 billion in assets under management, today announced its Sound Enhanced Fixed Income ETF (FXED) closed out the year ranked 1st out of 157 peer funds ranked by Morningstar as of Dec. 31, 2023.
FORT LAUDERDALE, FL, Jan. 29, 2024 /PRNewswire/ — Sound Income Strategies LLC, a Fort Lauderdale, Florida-based Registered Investment Advisory (RIA) firm with more than $2.6 billion in assets under management as of Dec. 31, 2023, announced today that it has been verified for the periods from Nov. 1, 2015, through June 30, 2023. Verification provides assurance on a firm’s policies and procedures for complying with the Global Investment Performance Standards (GIPS®) from CFA Institute.
This article by Nicholas Jasinski explores the Federal Reserve’s quest to identify the “neutral rate” of interest—known as R*—the theoretical level that keeps inflation stable, employment full, and the economy in balance. Amid changing economic dynamics post-Covid, rising productivity, persistent fiscal deficits, and diverging opinions among policymakers, the search for this economic “magic number” has become both more urgent and more uncertain. The piece highlights how the Fed’s decisions in 2024 and beyond may hinge on this elusive benchmark.
Following the Federal Reserve’s 50-basis-point rate cut in September 2024, advisors are urging clients to reconsider how their cash is allocated. While high-yield savings and CDs have been popular, falling rates are diminishing their returns. Experts suggest alternatives like bonds, bond funds, and laddered portfolios to maintain income and manage risk—particularly for retirees who are hit hardest by declining yields. Caution is advised to avoid risky high-return schemes, and diversification remains key. Advisors emphasize balancing emergency cash needs with opportunities for long-term growth, especially as market volatility rises during an election year.
In a time of economic uncertainty, many investors are turning to cash and fixed-income ETFs for safety. However, Eric Lutton, Co-CIO at Sound Income Strategies, warns that this strategy might cost investors in the long run. He argues that the best returns in the market come from a small number of key days, and missing them by sitting in cash leads to underperformance. Lutton promotes diversification into actively managed fixed-income ETFs like FXED, which combine traditional bonds with higher-yielding assets such as BDCs and REITs. These strategies aim to enhance returns while managing risk and maintaining consistent income for investors.
In today’s volatile economic environment, advisors emphasize that holding cash doesn’t have to mean sacrificing returns. With inflation still present and interest rate cuts on hold, experts recommend a variety of options offering competitive yields. These include short-term Treasury bills, ultrashort-term bond ETFs, money market funds, high-yield savings accounts, and certificates of deposit (CDs). While each has trade-offs in terms of liquidity, safety, and return, smart allocation—such as CD ladders or brokerage money markets—can help clients balance income needs and access to funds. The key is tailoring strategies to a client’s goals, risk tolerance, and financial phase—whether preparing for retirement or building wealth.
Sound Income Strategies has secured a prestigious five-star rating from Morningstar for its Core Plus Separately Managed Account (SMA), ranking in the top 1% of its peers for one-year performance and the top 2% over three and five years. This recognition highlights the success of the firm’s income-first investment philosophy, which emphasizes risk-adjusted returns through diversified holdings such as preferred securities, corporate bonds, REITs, BDCs, and ETFs. With over $3.5 billion in assets under management and more than 23,000 accounts, Sound Income Strategies continues to grow rapidly, offering investors a proven path to consistent, long-term income.