"Excellence is to do a common thing in an uncommon way"

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-Booker T. Washington

Mission

 

To provide quality, comprehensive, efficient money management and innovative support tools for advisors and their clients.

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Quality: Over 15 years of alpha-generating model portfolios relative to reasonable benchmarks.

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Comprehensive: Sonnet’s line-up covers the spectrum of money management:  strategic, tactical, active, passive, value, tax-efficient, absolute return, long/short.

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Efficient: No short-term redemption fees, no K1s, no wash sales, no loads, low transaction costs, low expense ratios.