Sound Income Strategies’ income-first investment solutions cement its position as an industry leader
FORT LAUDERDALE, Fla., Feb. 25, 2025 — 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.
“Our five-star rating is a testament to the unique and transformative benefits of our income-first investment strategy,” said Eric Lutton, Chief Investment Officer at Sound Income Strategies. “The stability, dependability, and long-term growth potential of our approach minimizes risk in our clients’ portfolios while maximizing the total return on their hard-earned investment dollars.”
This ranking follows a record-breaking year in 2024 for Sound Income Strategies, marked by a 32% increase in assets under management to over $3.5 billion and a 22% rise in total accounts, surpassing 23,000.
“It’s both an honor and a privilege to be recognized for our team’s hard work and the superior returns we deliver for our clients,” said Barry C. Wheeles, Director of New Business Development at Sound Income Strategies. “As Sound Income Strategies continues its incredible growth trajectory, we remain committed to earning our clients’ business every day.”
For more information on the Sound Income Strategies Core Plus strategy, visit https://iar.soundincomestrategies.com/core-plus/.
About Sound Income Group
Sound Income Group comprises three full-service firms offering investment services, marketing, coaching, practice management, and franchise opportunities for the financial community. It operates Sound Income Strategies, LLC, an SEC-registered RIA with more than $3.5 billion of total assets under management; Sound Income Academy, a recruiting and marketing firm; and Retirement Income Source®, a national network of Income Specialists who help clients establish steady streams of income. Learn more at www.soundincomegroup.com.
Investment advisory services are offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Sound Income Group, Sound Income Strategies, LLC, Sound Income Academy, and Retirement Income Source®, LLC, are associated entities.
Media Contact:
Cole Purvis
[email protected]
(954) 516-0826
SOURCE Sound Income Strategies
