About SoundHaven Capital Management

SoundHaven Capital Management (SCM) is an SEC-registered Investment Advisory firm dedicated to partnering with our clients to clearly define and pursue their financial goals. Our experienced team utilizes core capabilities in portfolio management and comprehensive financial planning designed to align with the unique requirements of those we serve.

By structure and philosophy, we are built to serve as dedicated advocates for our clients. This partnership ensures objective guidance in every decision, designed solely to align with our clients’ financial aspirations.

Portfolio Management

We offer broadly diversified investment portfolios spanning the world's capital markets, typically including exposure to U.S. and international stocks and bonds, alternative investments including real estate, commodities, and other investment categories intended to complement each other; as well bond portfolios constructed to meet individual requirements. We strive to achieve diverse objectives, ranging from capital appreciation to income generation and capital preservation.

Financial Planning

We offer comprehensive financial plans which include: assessments of all client assets and projected future values including systematic and periodic additions; all sources of income including future income sources such as social security and pensions; expenses and expense projections; and many other variables. These plans can provide a roadmap for preparing for major life events such as home purchases, educational expenses, legacy planning and of course retirement.

Business Retirement Solutions

SoundHaven offers a comprehensive package of retirement plan services including employer‐sponsored retirement programs. SoundHaven's open architecture approach allows customization of retirement solutions for each client, addressing optimal plan design, investment choices, recordkeeping, administration, and participant education. SoundHaven's goal is to be a strategic partner, delivering an integrated package of retirement solutions to the business community.