SWMG Signature Strategies

Drawing from our team member’s experiences in institutional investing and front-line corporate executive management, we manage a number of investment strategies that are exclusively offered to SOUND Wealth Management Group Clients.

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Our discretionary, fee-based, signature strategies have been developed over many years, and we apply a rigorous discipline to the management of each individual account. Consistent with the charter for each strategy, SWMG makes all investment decisions based on our independent fundamental, economic, and business analysis. We offer true professional investment management with a wealth management team.

For a detailed description of the program’s services and fees, refer to the Janney Form ADV Part 2 disclosure document, available upon request and online at www.janney.com.

Browse Other Portfolios

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Rhapsody Portfolio

Seeks to provide capital appreciation across asset classes, regions, sectors, capitalizations & credit ratings that exhibit the characteristics that we believe provide the greatest potential for long-term capital appreciation.

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Ensemble Portfolio

Seeks to invest in equities that exhibit characteristics that, we believe, provide the best opportunity for long-term sustainable businesses with (at least) three years of public market financial data.

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Maestro Portfolio

Seeks to provide long-term capital appreciation by aligning investment capital with fundamentally sound companies and municipalities that furnish adaptive solutions for global markets.

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Triad Portfolio

Seeks to provide long-term capital appreciation by dynamically & tactically investing across any combination of all public asset classes - including (but not limited to) equity, fixed income, real estate, commodities & currencies to capitalize on global market inefficiencies.

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Vibrato Portfolio

Seeks to provide long-term capital appreciation & current income across multiple assets classes, regions, sectors, capitalizations, & credit ratings that exhibit the characteristics that we believe provide long-term value with an emphasis on maintaining a current income yield in excess of the prevailing United States 10-YR Treasury note.

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Harmony Portfolio

Seeks to invest within the largest 25 capitalized equities in the public market that exhibit characteristics that, we believe, provide the best opportunity for long-term sustainable businesses.