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Sowell Management provides back office solutions to financial advisors

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We unlock advisor potential the Sowell Way — we meet you where you are and take you where you want to go; providing a transformative platform of services and solutions to give advisors vision, voice and value. 
There for the advisors. There for the journey.
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THE WEEK AHEAD >

In business for yourself – not by yourself

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Twenty-three years ago Bill Sowell started a journey to create a pathway of freedom for advisors. Committed to providing true independence for financial advisors, he founded a Registered Investment Advisory firm to become the advisor to advisors. 

The fiduciary, customer-first philosophy he embraced in 2001 is now the “best interest” standard mandated by the SEC.

years ago Bill Sowell started a journey to create a pathway to freedom for advisors. Committed to providing a true independence, he founded a Registered Investment Advisory firm to become the advisor to advisors – offering a flexible and solutions platform along with a broad array of in vestment strategies as well as turn-key back office services.

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We meet you where you are &
take you where you want to go

Ready to BREAK AWAY

We are there for you when it’s time to be in business for yourself – not by yourself. We provide the freedom and flexibility advisors seek.

NEXT STEPS >

Ready for RESOURCES

Our technology stack eliminates back-office burdens so you can focus on your clients. Our integrated solutions are customized for you — no one-size-fits-all bundles.

NEXT STEPS >

Ready to GROW

We empower you to achieve your goals for growth. We have the experience, resources, capital,and connections to guide you to the next level.

NEXT STEPS >

Ready for a LEGACY

Whether it’s time to retire now or 10 years from now, we help you develop a customized succession plan to realize your unique vision for the future.

NEXT STEPS >

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THE SOWELL STANDARD™

THE SOWELL STANDARD™️ MARKS OUR POSITION ON THE JOURNEY. WE STAND BY OUR COMMITMENT
TO MEET ADVISORS WHERE THEY ARE AND TAKE THEM WHERE THEY WANT TO GO,
THROUGH THE INTERSECTION OF THREE PRINCIPLES – FREEDOM, GROWTH AND FLEXIBILITY.

FREEDOM

We believe freedom comes first.

Design your business intentionally — aligned with your vision to serve your clients independently and as a true fiduciary.

GROWTH

We Believe a growth mindset is the way.

Optimize your efforts with our people and solutions – freeing you to focus on nurturing revenue-producing relationships.

PARTNERSHIP

We believe partnership is the right path.

It’s our philosophy and how we do business – embracing true collaboration as the best way forward.

FREEDOM

We believe that freedom comes first. Design your business according to your vision to serve your clients — as a true fiduciary.

GROWTH

We believe a growth mindset is the answer. Our people guide you throughout your journey so you can focus on revenue-producing client relationships. Our relationships are partnerships — we work side by side from day one.

FLEXIBILITY

We believe that flexibility is the way. We provide an unbundled platform of solutions and data portability that allows you to select the services you need to keep your business connected not entangeled.

We are the bridge builders

We help advisors see an independent and prosperous future and guide them through the entire journey.

Market Commentary

How do you like them “Apples” – Android, AI and Qualcomm

While Apple often steals the spotlight, it’s worth noting that Android quietly reigns supreme, commanding a staggering 70% of the global smartphone market. Qualcomm (QCOM) reported surprisingly strong fundamentals this week, with second-quarter earnings and revenue beats to the upside.QCOM had 2Q24 revenues of $9.4 billion and earnings of $2.44, a beat on the earnings of 6,09% over the estimated forecast of $2.30. It seems that Chinese smartphone makers have increased demand for QCOM smart chips as Android devices powered by QCOM’s Snapdragon 8 Gen 3 chip see their initial launches. Revenues from these Chinese OEMS increased by over 40% year over year, representing the strong recovery of phone demand in China. Add to that record earnings in chip sales in the automotive sector, which bodes well for the future pipeline for this segment.

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5320 Northshore Drive,
North Little Rock, Arkansas 72118

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501.219.2434

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All Rights Reserved. Advisory Services offered through Sowell Management, a Registered Investment Advisor.

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