#United States #Fort Lauderdale #Morningstar #Sound Income Strategies #Core Plus SMA

Sound Income Strategies' Acclaimed Rating

In the competitive world of investment strategies, few achievements resonate as strongly as receiving a five-star rating from Morningstar.
On February 25, 2025, Sound Income Strategies proudly announced that its Core Plus Separately Managed Account (SMA) earned this prestigious accolade, situating it among the elite 1% of investment solutions based on one-year performance. Not only that, but the SMA also claimed the remarkable position of the top 2% for both three- and five-year performance.

This recognition reflects the strength of the Core Plus SMA's performance, achieved through the effective utilization of various investment instruments including preferred securities, individual corporate bonds, REITs (Real Estate Investment Trusts), BDCs (Business Development Companies), and ETFs (Exchange-Traded Funds).

The Significance of the Five-Star Rating

The five-star rating from Morningstar is bestowed upon investment products showcasing superior risk-adjusted returns—a significant factor for investors looking for stability and growth. Eric Lutton, Chief Investment Officer at Sound Income Strategies, commented, “Our five-star rating is a testament to the unique and transformative benefits of our income-first investment strategy.” He emphasized how their approach is designed to minimize risk in client portfolios while maximizing returns.

Strategic Growth

The announcement comes on the heels of an unprecedented year for Sound Income Strategies, which recorded a monumental 32% surge in assets under management, pushing the total to over $3.5 billion. Moreover, the firm also experienced a 22% increase in total accounts, now exceeding 23,000 clients. Barry C. Wheeles, Director of New Business Development, expressed gratitude for the team's dedication which led to these achievements. “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,” he stated.

Sound Income Strategies' commitment to innovation in income investment and dedication to supporting their clients mark them as a notable player in the investment landscape. Through their Core Plus strategy, the firm aspires to provide a balanced approach that interests investors seeking reliable income streams.

Conclusion

For potential and current investors seeking information on the Core Plus strategy or looking to enhance their income-oriented investment portfolios, more details can be found at Sound Income Strategies Core Plus.

Furthermore, Sound Income Group comprises a trio of full-service firms offering an array of services including investment advice, marketing, coaching, practice management, and franchise opportunities for financial professionals. As an SEC-registered RIA, Sound Income Strategies showcases how dedicated effort towards strategic growth and client-first initiatives can lead to remarkable recognition within the financial community.

About Sound Income Strategies

Sound Income Strategies stands out as a leader among income-oriented investment solutions, committed to providing innovative strategies tailored to meet the needs of its diverse clientele. Explore further at Sound Income Group.