Asset Management
– there for confident portfolio management
Managed accounts that help you manage your time
We aim to add alpha to portfolio performance. Active re-balancing has been shown to increase performance over the long term.
Sowell FLEX Platform
Our FLEX Platform empowers to your trading style.
With dynamic and adaptable trading software, we offer industry-leading investment solutions for wealth advisors with the freedom of choice. Sowell’s FLEX open architecture platform utilizes cutting-edge Unified Managed Account (UMA) technology. It enables advisors to open a single account and allocate capital to a broad selection of multiple third-party SMAs, mutual funds, ETFs and individual securities. With FLEX, you can construct a customized portfolio for each client’s risk tolerance and goals.
The Sowell FLEX Platform offers advisors the freedom to choose – “rep as PM” or bespoke iCIO selections – with any combination of Sowell Affinity models and 500+ curated third-party manager models.
Sowell FLEX Guide
Sowell’s FLEX platform helps advisors customize their clients’ portfolio management needs. The FLEX Quick Model Reference Guide will provide you with a combination of industry-leading investment managers and iCIO services to improve your client’s overall investment experience. The guide will help you choose the appropriate models with over 600 investment managers, mutual funds, ETFs, and individual securities, all in one account.
iCIO - In-sourced Chief Investment Officer
Our iCIO team partners with your practice to build “bespoke” investment solutions. We’ve set out as a firm with iCIO solutions to enhance your portfolio management offering, presenting you as the smartest advisor in the room. Our team is your team, taking your practice from “me to we.” Our iCIO team aligns investment expertise and advanced technology in supporting our advisors by helping clients achieve their investment objectives.
The Freedom to Choose
Sowell Affinity offers traditional “OCIO” solutions to advisors – we call it “iCIO” or insourced Chief Investment Officer (CIO). We provide advisors with a deeper layer of skilled research and analytics capabilities. FLEX can help you with more complex portfolio construction and offer access to boutique and institutional managers. Sowell Affinity will work with you to curate, implement and oversee the execution of the desired strategies within FLEX. The choice is yours.
iCIO – we harness your intellectual DNA and dovetail it with our institutional discipline
Your “OCIO” team is passionate and committed to the following deliverables:
• Defend your brand and equip you for new growth
• Enable you to compete for ultra-high net worth clients
• Convey temperateness with clients during high levels of volatility
• Differentiate your practice with boutique + emerging managers
• Offers white label customized solutions and portfolio
Meet Our Asset Management Team
Alex Hsiao
CO-CHIEF INVESTMENT OFFICER
Greg Lai
CO-CHIEF INVESTMENT OFFICER
Luke Coop
TRADING SPECIALIST