Partner with SMS

Take Your Business to the next level

Sowell Management offers an array of back office and portfolio management services. If you are an advisor or RIA looking for a partner to take your practice to the next level, our robust lineup of services could be the answer you’ve been looking for!

How to Utilize Sowell Management

Independence

You retain 100% ownership of your practice

Turn-key Technology Suite

Robust technology tools to help grow your business

 Transition Support

Our seasoned team guides your transition process

Custodial Options

TD Ameritrade, Fidelity, Pershing, Schwab & TCA (SMS Pricing)

Dedicated Support

IAR/RIA partners have a dedicated support team for account openings and other necessary business functions

Brand Development

Keep your established brand –or– design and integrate a new brand/logo

Compliance Support

RIA partners can utilize Sowell’s compliance  services

Asset Management

Leverage the SMS Investment Committee with white-label portfolio strategies, thought leadership, risk management, and manager selection