THERE FOR ASSET MANAGEMENT
THERE FOR THE JOURNEY

Asset Management

– there for confident portfolio management

We offer industry-leading investment solutions and the freedom to choose for our wealth advisors. In today’s markets, it’s more important than ever to partner with a firm with top institutional-quality investment managers, a proprietary technology platform, and choice — the flexibility to construct client portfolios with the right modular solutions.

Managed accounts that help you manage your time

Managed accounts that help you manage your time. Day-to-day investment management can take up to 450+ hours a year. A models-based solution can scale your practice, provide cost-effective portfolios to your clients and strengthen your overall investment process. Our trading team uses top-of-the-line trading software to manage the process of trading and help eliminate costly trade errors.

We aim to add alpha to portfolio performance. Active re-balancing has been shown to increase performance over the long term.

Sowell FLEX Platform

Sowell’s FLEX open architecture platform utilizes cutting-edge Unified Managed Account (UMA) technology. With FLEX, you can construct a customized portfolio for each client’s risk tolerance and goals. Plus, you’ll have full access to the Sowell Affinity Portfolio Station, 600+ emerging managers and a curated selection of boutique managers.

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.

iCIO - In-sourced Chief Investment Officer

Sowell Management partners with Sowell Affinity, our investment management division, to offer advisors traditional “OCIO” solutions. We provide industry-leading investment solutions for wealth advisors and the freedom to choose — create and manage your own portfolios, add access to OCIO resources, or fully outsource. In today’s markets, it’s more important than ever to partner with a firm with top institutional-quality investment managers, a proprietary technology platform, and choice — the flexibility to construct client portfolios with the right modular solutions.

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. 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.

Option 1: Rep as PM. Option 2: Rep as PM plus iCIO Services. Option 3: Fully Outsource

iCIO – we harness your intellectual DNA and dovetail it with our institutional discipline

Your “iCIO” 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 portfolios

Meet Our Asset Management Team

Headshot of Iman Movahed

Iman Movahed

SENIOR PORTFOLIO MANAGE & CO-DIRECTOR OF RESEARCH

Headshot of Greg Lai

Greg Lai

CO-CIO

Luke Coop

Luke Coop

TRADING SPECIALIST

Contact us

Download the Journey Roadmap

Download the Journey Roadmap