What We Do

what we do

We won’t bore you or try to impress you with fancy financial words and phrases. But we could.

As registered investment advisors, we’re held to a higher standard—the fiduciary kind—always acting in the best interests of our clients. No matter the path you’re on in life, we put you first in all we do. And while our knowledge of investing runs deep and our unique approach differentiates us from typical financial experts, at the end of the day we’re just regular people who happen to excel at what we do. As a result, our clients never feel intimidated talking to us or come away from a meeting feeling like they don’t understand something. Investment advisors you can understand and trust? Now that’s a confidence builder.

Our Services

There’s no secret formula. But there is a process.

The quiet, under-the-radar success of SoundPath can be attributed to the process we’ve developed over the years. It starts with asset allocation. While all client accounts are different based on individual needs, they’re typically invested in meticulously researched mutual funds. Diverse portfolios are built across multiple funds and categories—from bonds and small U.S. stocks, to large and international stocks. Each client’s timeframe, income needs, risk tolerance, and other investment objectives are taken into consideration. Every client’s path is different, so cookie cutting never happens here.

We go out of our way to find the best fund managers in the business.

And after we find them, we meet with them face-to-face when possible, not just on the phone. They must be smart, rational, and share a similar philosophy with us. Namely, one based on proven results and not the latest fads. We prefer working with other boutique management firms such as ours instead of the big shot, publicly traded behemoths. We also look at low portfolio turnover and managers with skin in the game by personally investing in the funds they manage. You know, just like we do.

Service that never stops.

Ongoing reports and reviews play a huge role around our office. After all, being transparent and keeping you up to speed on your investments is one of our top priorities. The custodian sends confirmations on all transactions that take place in your portfolio. Monthly statements show all security positions and may be sent quarterly if there’s no account activity. We also send a report each quarter showing the current rate of return on your account. All so you’re always in the know.

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We’d love to chat about our approach to managing your assets and how we keep you from worrying about them.

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founded 1988   |   jackson MiSs.

795 Woodlands Pkwy #104
Ridgeland, MS 39157

601.982.4123

Sissy Moreland

Client Services Trading

A graduate of Mississippi State University, Sissy joined Medley & Brown in 2017, but her career goes all the way back to 1990 when she was the merchandise director for four years at Phi Theta Kappa. She was also Customer Service Manager and Marketing Development Manager at Crystal Springs Apparel from 1994 to 2005. From 2005 to 2017, she was Manager of Sales Administration at Skyhawke Technologies. Thanks to her considerable operations and administrative experience, Sissy oversees trading and assists with most back-office operations for the firm. Staying so busy at work requires Sissy to recharge her batteries outside the office from time to time which she does by running, reading, enjoying a leisurely brunch, and watching the Saints play football.

Beth Braswell

Client Services Coordinator

Beth spent four years in the investment world before joining Medley & Brown in 2004 as our operations coordinator. She and her husband Robbie are busy parents to identical triplet daughters, so not surprisingly, some of Beth’s favorite things to do are napping and relaxing on the beach when she actually finds the time. Beth also enjoys taking short walks to the pool, attending concerts, and going out of town for long weekends. Beth loves her Mississippi State bulldogs and currently has four dogs, three cats, and three grandcats because having three children simply isn’t enough. No wonder her operational skills are so exceptional.

Doug Muenzenmay, CFA, CFP®

Senior Advisor   |   Principal

When he’s not enjoying the outdoors or attending his children’s school and sporting events, you can find Doug studiously researching investments for his clients. His career began in 1991 after graduating from the University of Iowa with a bachelor’s degree in economics. He spent 17 years in trust investments at three different banks before joining Medley & Brown in 2010. Doug also got his MBA from Mississippi College and served as an adjunct professor in finance there from 2007 to 2013. Married to his wife Sharon since 2001, Doug is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and a board member of the CFA Society of Mississippi.

Eddie Carlisle, CFP®

Senior Advisor  |   Principal  |  Chief Compliance Officer

Eddie’s extensive education includes a B.S.B.A. in accounting, with special distinction, from Mississippi College in 1994, along with a J.D. from Vanderbilt University and LL.M. (Master of Laws) in taxation from the University of Florida. But it’s what he’s learned outside of school and work that really stands out. He’s an Eagle Scout, which taught him a great deal about honesty and hard work from an early age. He learned even more earning black belts in Taekwondo, Hapkido, and Hanmudo. Oh, and he studies the Korean language in his spare time as well. Additionally, Eddie serves as an adult leader for Scout Troop 164 in Madison. He is a past board member of Hope Hollow Ministries, the Central Mississippi Down Syndrome Society, and the Mississippi Corporate Counsel Association. Eddie is currently a board member of the Woodward Hines Education Foundation. He enjoys spending time with his wife, Sarah, and their three children—Andrew, Caroline, and Emma. 

Julius Ridgway

Senior Advisor   |   Principal

Judging from his background, you’d think investments and other financial matters were all Julius cares about. After all, he has two decades of direct investment experience and spent the previous ten years involved in banking and real estate. Julius also received a masters degree from the London School of Economics in 1998, an MBA from Millsaps College in 1993, and a history degree from the University of Mississippi in 1990. But his true passions include driving sports cars on racetracks or twisty mountain roads, running ultramarathons, and taking road trips with his wife and son. He’s worked here since 2002 as a Chartered Financial Analyst (CFA) and member of the CFA Institute while also serving as an adjunct instructor at Millsaps College and board member of New Stage Theatre. It takes major dedication to tackle all these responsibilities—sort of like training for all those long distant runs—but Julius enjoys every minute of the grind. And when it’s time to slow down, Julius finds the best way to clear his head is taking long hikes in the mountains on all those road trips.