West Coast:
8215 SW Tualatin-
Sherwood Rd
Suite 200
Tualatin, OR 97062
Main: 503.691.7030
East Coast:
10109 Brown Moore Lane
Marshall, VA 20115
Main: 540.364.2601
Sound Investment Management, Inc. (SIMI) is an independent Registered Investment Advisor (RIA). 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, Oregon and an East Coast office in the Washington, D.C. metropolitan area.
SIMI is founded on the principles of Service ... Trust ... Returns ... along with providing the highest level of fiduciary responsibility to clients. We 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. We have intentionally designed our firm with the people and infrastructure to provide the service and expertise you 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 Commission (SEC) and regulated at a federal level.