Russell Wayne

Background

About Russell Wayne

Ask yourself if you want "another" financial adviser" or the person who teaches others how to manage assets. I'm the managers' teacher. I also take care of the personal accounts of stockbrokers who have more confidence in me than in themselves. I get it done better, more efficiently, less costly, and more personally than the well-known names that don't deliver. My professional career in the investment business began in 1966, when I joined the Value Line organization where I held numerous senior positions including Managing Editor of The Value Line Investment Survey, Executive Editor of The Value Line OTC Special Situations Service, Portfolio Manager with Value Line Asset Management, Portfolio Adviser to the Value Line Mutual Funds, Director of Value Line Software, and Business Manager of Value Line, Inc. In 1990, I accepted a position as Portfolio Manager with Heine Management Group in Westport, CT. Five years later, I founded Sound Asset Management Inc. In 2007, I completed studies and requirements to become a Certified Financial Planner. We provide a full range of financial advisory services, including investment management; planning for education, retirement, and estates; insurance; and taxes. Our goal is to help our clients enjoy their lives while we take charge of their financial concerns. Specialties: We specialize in investment management for successful individuals, nonprofit organizations, and qualified retirement plans.