Welcome to the
Institutional investment thinking. Built around you.
You shouldn't have to build an investment department to have one.
The Office of the CIO brings institutional investment leadership, research, portfolio construction, specialized expertise, and advisor consulting behind your practice, giving you the resources to serve more sophisticated clients, scale your capabilities, and grow without giving up your independence.
Your business. Your clients. An investment office behind you.
Hear directly from our CIO Investment Team through current market commentary, investment videos, and curated resource links—designed to support real-time client conversations
Five disciplines.
One integrated investment office.
An institutional investment office doesn’t begin with a product.
It begins with a question: What do your clients need their investments to accomplish?
From there, the Office of the CIO brings together the expertise, research, perspective, and resources needed to help you make informed investment decisions.
INVESTMENT LEADERSHIP
Lead with perspective.
Bring institutional investment thinking and experienced judgment to the decisions that shape your clients’ portfolios.
PORTFOLIO CONSTRUCTION
Build with purpose.
Translate client objectives, risk considerations, liquidity needs, tax considerations, and investment philosophy into thoughtful portfolio strategies.
RESEARCH
Research without the noise.
Go deeper than headlines and product pitches with rigorous research designed to help you understand what’s happening—and what it could mean for your portfolios.
ADVISOR CONSULTING
Expertise at your side.
Work alongside an experienced investment team to evaluate ideas, navigate portfolio questions, and bring greater clarity to complex decisions.
GROWTH
Create capacity for what’s next.
Spend less time managing the investment machinery and more time doing what only you can do: serving clients, deepening relationships, and building your practice.
Expertise doesn't have to come from one place.
The Office of the CIO combines an internal investment team with a curated network of specialized investment partners.
We don’t believe every investment question requires the same answer—or that every solution needs to come from the same source.
Instead, we identify the expertise, strategy, or resource that best fits the situation, then bring it into the conversation.
OFFICE OF
THE CIO
One investment office. A network of specialized expertise.
Our role isn’t simply to provide access. It’s to curate, evaluate, contextualize, and coordinate that expertise on your behalf.
PARTNER
NETWORK
Specialized expertise. Thoughtfully connected.
The Office maintains relationships across a range of investment disciplines and capabilities, creating a broader ecosystem of resources without asking advisors to sacrifice independence.
Built around how you work.
Select
Work
Style
You lead. We equip.
Access research, perspectives, tools, and institutional resources while maintaining full control of your investment decisions.
SELF-DIRECTED
Select
Work
Style
You lead. We partner.
Bring the Office into the conversation when you want another perspective, deeper research, or an experienced investment thought partner.
COLLABORATIVE
Select
Work
Style
You lead. We help execute.
Lean on the Office for greater portfolio support, investment analysis, and ongoing collaboration.
SUPPORTED
Select
Work
Style
You lead the relationship. We support the investment office function.
Delegate more of the investment work while maintaining the client relationship, your independence, and your voice.
FULLY SUPPORTED
The Office adapts to your business—not the other way around.
Freedom to focus.
Confidence to grow
Your time is most valuable when it’s spent with clients, building relationships, and growing your business. The Office of the CIO provides the investment expertise, resources, and infrastructure to help you focus on what matters most.
FREEDOM
Spend more time where
you create the most value.
Delegate time-consuming investment responsibilities, from research and portfolio construction to ongoing management and implementation. Free up capacity to deepen client relationships, deliver more personalized advice, and focus on building your business.
GROWTH
Compete for larger opportunities.
Build a more scalable practice.
Access institutional investment capabilities and specialized expertise to confidently serve more sophisticated clients, pursue larger relationships, and expand your offering without building an investment department of your own.
Meet Scott Dooley, CIO
Experienced leadership. Institutional perspective. Independent thinking.
Scott Dooley, CFA, leads Sowell’s Office of the CIO, bringing decades of investment leadership, portfolio management, and institutional investment experience to helping independent advisors better serve their clients and grow their businesses.
Under Scott’s leadership, the Office of the CIO combines internal investment expertise with a curated network of specialized institutional partners, delivering comprehensive investment capabilities, research, portfolio construction, and strategic consulting.
The mission is simple: empower independent advisors with the investment resources, expertise, and infrastructure to compete at the highest level, without sacrificing their independence.
Scott’s perspective
Institutional capabilities. Independent advice.
“We believe independent advisors should have access to the same depth of investment expertise and resources as the largest institutions, while maintaining the freedom to serve their clients their way.”
See it in
practice.
Real challenges. Institutional expertise. Practical solutions.
From helping advisors navigate concentrated stock positions and tax-sensitive portfolio transitions to developing customized investment strategies for high-net-worth clients, the Office of the CIO brings institutional expertise to real-world challenges. Whether evaluating complex investment opportunities, supporting sophisticated client proposals, or taking on day-to-day investment management responsibilities, our focus is on helping advisors deliver better client outcomes and build stronger, more scalable businesses.
Advisors who fully outsource gain back time and grow with confidence.
Marilyn E. – Independent Advisor / Founder
“I made the decision to outsource 100% of my investment management, and it’s been a game-changer. Sowell’s CIO team delivered – in five years over doubling my assets, giving concierge service to clients and all while taking 12 weeks of vacation yearly! The how? Research, real-time support and seamless execution.”
High-net-worth clients expect depth—our team delivers it.
Jon N. – Multi-Advisor Firm / Founder
OCIO isn’t one-size-fits-all—it’s built to scale with your needs.
Rami K. – Independent Advisor / Founder
“I used to believe that working with the Office of the CIO was just for large teams. But with Sowell, it’s built to fit any practice. Their flexible, on-demand support lets me compete like a bigger firm, without losing my independence. It’s like having institutional strength on speed dial — without the overhead.”
What could an investment office do for your business?
You don’t have to build an investment office yourself.
The Office of the CIO brings together institutional investment thinking, specialized expertise, research, and infrastructure—built around the way you work.
Let’s find out.