The Portfolio Design Team helps advisors select or build the appropriate strategy to suit their client's investment goals.

Our dedicated team takes the “selection risk” off of you, the advisor, by making strategy selections – because nobody knows SMS strategies better than we do!

The Portfolio Design Team helps advisors build an appropriate strategy to suit their client’s investment goals. Using the Modern Portfolio Diversification™ concept, we evaluate a client’s current portfolio and create a custom portfolio using SMS’ internal and external models. We take into consideration tax consequences and specific account needs.

Fill out the Portfolio Design Request form and email[email protected].


Get Started Today!

Our Portfolio Design Team can assist you in selecting an individual Sowell strategy, MPD™ Portfolio, multi-strategy portfolio, or analyze your client’s current portfolio. Simply fill out the Portfolio Design Request Form and email us!

Download the Portfolio Design Request Form