501.219.2434 |
800.399.2391
|
501.812.6380
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
E*TRADE, Fidelity, Schwab
& TD Ameritrade
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
5320 Northshore Drive
