How to do Business with Sowell
Sowell Management
A Dedicated Partner for IAR and RIA Business
WHAT WE DO
Independence
Turn-Key Technology Suite
Transition Support
Custodial Options
Dedicated Support
Brand Development
Compliance Outsourcing
Portfolio Management
What We Provide
FREEDOM, TIME AND VALUE
A TRUE PARTNER
CHOOSE THE SERVICES THAT FIT YOUR BUSINESS
TWO WAYS TO PARTNER
Sowell Management offers two distinct partnership avenues that we believe are our core competencies – Back Office Services and Portfolio Management. Whether you are an RIA, IAR, or looking to break into the business of investment advisory, our firm’s diverse set of services can accommodate your needs.
Back Office
- Billing & Reporting
- Technology
- Account Paperwork
- Marketing & Branding
- Cashiering
Portfolio Management
- 32 SMA Strategies
- White Labeled Solutions
- Portfolio Design Team
- Outsourced Selection
- Access to Outside Managers
Whether you need Back Office Services, Portfolio Management, or both, Sowell Management has your business covered.
OPEN ARCHITECTURE
ROBUST SERVICES PLATFORM
OUTSOURCED CIO
PORTFOLIO MANAGEMENT
Looking for help with portfolio design and/or investment management? As one of the core competencies of our business, we take investment management very seriously.
Taking advantage of Sowell’s Investment Committee, Research, Portfolio DesignTeam, Trademarked Modern Portfolio Diversification Method, and Trading Services allows you more time to focus on client relationships and your practice.
SMS TAMP Services
Customized Portfolio Design
Manager/Strategy Selection
White-Label Investment Solutions
Daily Portfolio Management
Independent Research
Trading and Rebalancing
Daily Reconciliation
Dedicated Portfolio Design Team