Real-world investment strategies for real-world people. It’s all in a day’s work.
Poking and prodding and researching before making any moves.
Our expert team gets to know our thoroughly vetted funds and securities from every angle, which at times includes personal interviews with fund managers prior to adding their fund to a client’s portfolio. It’s all part of our pragmatic, conservative philosophy of investing for the long run instead of making decisions based on flash-in-the-pan fads.
What We Offer
Peace of mind
SoundPath’s roots run deep, all the way back to 1988 when Medley & Co. was founded by Tim Medley. In 1995, Cecil Brown joined the firm and the name was changed to Medley & Brown two years later. From 2002 to 2010, the current principles joined before Cecil Brown’s retirement in 2012. Tim Medley sold his remaining share of the firm to the current principals in 2020 and they went on to change the firm’s name to SoundPath in January of 2022 to better reflect our mission of guiding clients towards a strong financial future.
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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