Wealth & Finance International - Wealth & Money Management Awards 2016

www.wealthandfinance-intl.com 53 Best Retirement & Financial Planning - Portland Sound Investment Management, Inc. (SIMI) is an independent Registered Investment Advisor. Company: Sound Investment Management Inc. Address: 8215 SW Tualatin Sherwood Rd, Suite 200, Tualatin, OR 97062 Phone: 503.691.7030 Fax: 503.691.7031 Website: www.simiusa.com Since 1993, SIMI has been providing Fee-Only investment management, retirement planning and financial planning services to clients nationwide. SIMI is an employee-owned firm with a West Coast office in Portland, Or- egon and an East Coast office in the Washington, D.C. metropolitan area. The firm is founded on the principles of service, trust and returns, and is also dedicated to providing the highest level of fiduciary responsibility to clients. The guiding notion behind SIMI is that “Our friends are our cli- ents and our clients are our friends.” This principal affects every aspect of the firm’s work and ensures that is dedicated to providing the highest quality of service possible to its clients. The company’s team are passionate about investing and completely dedicated to our clients. The SIMI investment practice is built around educating clients and offering them a uniquely rewarding experience within the investment advisory world. The company has been designed with the people and infrastructure to provide the service and expertise clients will require for generations to come. As a Registered Investment Advisor managing over $100 million in client assets, SIMI is registered with the U.S. Securities and Exchange Com- mission (SEC) and regulated at a federal level, ensuring clients can feel secure in the knowledge that they are trusting their money to a reputable and committed company. Ultimately, SIMI’s original mission to provide sound investment advice to its clients remains thoroughly intact. As the firm grows with its clients, it is committed to examining every decision it makes to ensure SIMI continues to offer clients the highest level of service, and that it invests clients’ money as if it were its own. WM16043