Best-in-Class investment solutions for Wealth Advisors.
And the Freedom to Choose.
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.
The Flex Investment Platform
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. Your Choice. Single Account. Low minimums. With FLEX, you can construct a customized portfolio for each client’s risk tolerance and goals.
Bespoke Investment Solutions “iCIO” insourced Chief Investment Officer
The FLEX Platform gives you access to the Sowell Affinity iCIO service, designed to deliver “bespoke” investment solutions for independent advisors, our iCIO team will harness your intellectual DNA and dovetail it with our institutional discipline. Our “Insourced” investment team is your team, dedicated to enhancing and differentiate your portfolio management so you can devote more time to growth and defend your brand.
Boutique and Emerging Managers
Our iCIO team has broad expertise in identifying undiscovered and emerging managers. Empirical data shows that boutique managers with smaller pools of capital have generated superior returns over time. The outperformance of boutique managers is consistent. Our iCIO team will build customized investment solutions into your client portfolios as appropriate. We have over 30 years of experience allocating over $10B across multiple asset classes.