Our Firm

With clients in almost every state and abroad and with assets close to $400 million under management, we understand the value of listening and providing a service based on your needs, not ours.

Sowell Management Services is a “Fee-Based” Third Party Management firm with investment portfolios for individuals, retirement plans, corporations, trusts, foundations and institutions.   As a Third Party Manager, Sowell Management Services manages assets for industry professionals through a network of some of the industry’s largest and most respected Independent Broker/Dealers.

With a team of dedicated professionals, Sowell Management is committed to providing a positive experience; from customer service to the management of your account(s). We realize, it’s all about the overall experience that sets us apart.

As with all business relationships, it’s also about value. It doesn’t matter how much or how little you pay for something, if there’s no value, it’s not worth the price. Our value proposition is to provide excellent service with flexible and intelligent investment management at a fair price.

We believe that our business model is truly a win-win situation for our clients. As complicated as financial planning can be, most successful Financial Advisors don’t have time to be everything to everybody. It takes a tremendous amount of time to manage client relationships as a Financial Advisor. Our business model allows Financial Advisors to spend their time managing those relationships and allows us to focus entirely on one aspect of financial planning; investment management.

If you are an investor, we welcome you to contact us about any of the Financial Advisors we work with across the country. We work with some of the best in the industry.

If you’re a Financial Advisor, we would be happy to show you how to work smarter. One of the greatest complements we’ve ever been paid was a successful Financial Advisor who made a statement in front of a conference full of other Financial Advisors saying; “Sowell Management changed my life”. We had worked with him, evaluated his practice and ultimately showed him how he could restructure his practice; providing him more time with his clients, higher compensation and most importantly to him, more time with his family!