"Excellence is to do a common thing in an uncommon way"
-Booker T. Washington
To provide quality, comprehensive, efficient money management and innovative support tools for advisors and their clients.
Quality: Over 15 years of alpha-generating model portfolios relative to reasonable benchmarks.
Comprehensive: Sonnet’s line-up covers the spectrum of money management: strategic, tactical, active, passive, value, tax-efficient, absolute return, long/short.
Efficient: No short-term redemption fees, no K1s, no wash sales, no loads, low transaction costs, low expense ratios.