WELCOME TO SOWELL ADVISORS
Sowell Advisors is a nationwide network of independent financial advisors who work with Sowell Management in an advisory capacity. As fiduciaries, Sowell Advisors focus on helping their clients plan for and achieve their wealth goals, putting clients’ needs first. If you would like to work with a Sowell Advisor in your region, please contact Chuck Hicks at 501-232-8686 or chuck@sowellmanagement.com.
The rule is to cut losses short but let profits run.
– Charles Dow, 1920
Although he never served as a chief executive officer or built an empire from scratch, Charles Dow’s name is forever entwined with the world of finance, thanks to the market average that bears his name. However, Dow’s contribution goes far beyond his famous average. He was motivated by a desire to open the world of high finance up to the everyday public.
OUR FIDUCIARY PLEDGE
We pledge always to exercise our best efforts to act in good faith and your best interest, acting as a fiduciary. We will provide written disclosure in advance. We will disclose all compensation we receive as a result of the products and services we provide to you and all fees we pay to others referring you to us for the products and services we offer you. We recognize that you rely upon us and compensate us for trustworthy advice; therefore, we acknowledge that this pledge covers all the products and services provided in this engagement.
Rick Patrick
Rick Patrick at Sowell Advisors offers a boutique experience for investors unconstrained by hierarchy, commission-based investment solutions, or has disparate business lines that could lead to a loss of vision in helping investors succeed. He uses Sowell Management personnel and other trusted sources to form a team approach. His mission is to achieve an unequaled standard of excellence by providing comprehensive wealth management and customized investment consulting to clients to assist them in making educated, intelligent financial decisions. He provides competent and unbiased investment advice, acting purely as an advocate for his clients, and prices the service fairly.
Rick utilizes technical analysis tools to cut through the clutter of day-to-day market action, identifying meaningful patterns in daily share price movements. These can be applied at the country, sector, or individual share level and across various asset classes. The goal, always, is to manage risk and concentrate investments in those market areas with the highest probabilities for future out-performance. Pillars of this approach include Relative Strength, Top-Down Approach, Offense or Defense, and Technical Market Indicators.
In addition to utilizing state-of-the-art resources such as Dorsey Write, IBD, First Trust, and Sowell Management’s Compliance and back-office functionality, Rick provides the following to his clients:
- Professional management— working as a “fiduciary,” we place your goals and needs first and foremost and always disclose potential conflicts of interest
- Personalized strategies— investment asset allocation geared to meet your specific needs and financial goals, built individually to help you meet our specific requirements for growth, income, and preservation of capital
- Comprehensive communications and quarterly performance reporting— direct contact with us whenever needed. You will receive complete documentation of your account and timely reporting results
- Open access to investment opportunities— we seek out the best investments to fulfill your goals and lifestyle
TERRY KOLKMANN
Terry Kolkmann received a B.S./B.A. degree from the University of Missouri, where he served as a professional business and social fraternity officer. He won the intramural doubles tennis championship and was the drummer in a rock band that played concerts with many of the top rock groups of his time. The band had a #1 record in several cities.
After college, he worked in the medical sales field, followed by a tenure at a Tulsa-based real estate firm, where he managed the residential office and the commercial/investment department. He was responsible for the largest sale in the company’s history. In 1975 he entered the financial services field, distinguishing himself as “agent of the year” for multiple years. He attained CLU and ChFC designations, holds various securities licenses, including a Registered Investment Advisor, and has had his own financial planning firm for many years.
Terry was active in youth sports for many years, coaching youth soccer and baseball and refereeing soccer. He’s been actively involved in his church, serving as Sunday School Superintendent, Youth Sponsor, Treasurer, Elder, Church Vice-President, as well as multiple terms as President of two Lutheran churches in the Tulsa area. For 40 years, he’s played tympani for an annual presentation of Handel’s Messiah.
He served as an officer and board member for the Tulsa Kiwanis Club and its foundation. In 2017, he was named “Kiwanis Layman of the Year” for the Texas/Oklahoma district. Terry and his wife Valarie have been married 50 years, have three children, and two grandchildren. His hobbies include golf, playing drums, traveling, and spending time with his family.
Rick Patrick
Rick Patrick at Sowell Advisors offers a boutique experience for investors unconstrained by hierarchy, commission-based investment solutions, or has disparate business lines that could lead to a loss of vision in helping investors succeed. He uses Sowell Management personnel and other trusted sources to form a team approach. His mission is to achieve an unequaled standard of excellence by providing comprehensive wealth management and customized investment consulting to clients to assist them in making educated, intelligent financial decisions. He provides competent and unbiased investment advice, acting purely as an advocate for his clients, and prices the service fairly.
Rick utilizes technical analysis tools to cut through the clutter of day-to-day market action, identifying meaningful patterns in daily share price movements. These can be applied at the country, sector, or individual share level and across various asset classes. The goal, always, is to manage risk and concentrate investments in those market areas with the highest probabilities for future out-performance. Pillars of this approach include Relative Strength, Top-Down Approach, Offense or Defense, and Technical Market Indicators.
In addition to utilizing state-of-the-art resources such as Dorsey Write, IBD, First Trust, and Sowell Management’s Compliance and back-office functionality, Rick provides the following to his clients:
- Professional management— working as a “fiduciary,” we place your goals and needs first and foremost and always disclose potential conflicts of interest
- Personalized strategies— investment asset allocation geared to meet your specific needs and financial goals, built individually to help you meet our specific requirements for growth, income, and preservation of capital
- Comprehensive communications and quarterly performance reporting— direct contact with us whenever needed. You will receive complete documentation of your account and timely reporting results
- Open access to investment opportunities— we seek out the best investments to fulfill your goals and lifestyle
TERRY KOLKMANN
Terry Kolkmann received a B.S./B.A. degree from the University of Missouri, where he served as a professional business and social fraternity officer. He won the intramural doubles tennis championship and was the drummer in a rock band that played concerts with many of the top rock groups of his time. The band had a #1 record in several cities.
After college, he worked in the medical sales field, followed by a tenure at a Tulsa-based real estate firm, where he managed the residential office and the commercial/investment department. He was responsible for the largest sale in the company’s history. In 1975 he entered the financial services field, distinguishing himself as “agent of the year” for multiple years. He attained CLU and ChFC designations, holds various securities licenses, including a Registered Investment Advisor, and has had his own financial planning firm for many years.
Terry was active in youth sports for many years, coaching youth soccer and baseball and refereeing soccer. He’s been actively involved in his church, serving as Sunday School Superintendent, Youth Sponsor, Treasurer, Elder, Church Vice-President, as well as multiple terms as President of two Lutheran churches in the Tulsa area. For 40 years, he’s played tympani for an annual presentation of Handel’s Messiah.
He served as an officer and board member for the Tulsa Kiwanis Club and its foundation. In 2017, he was named “Kiwanis Layman of the Year” for the Texas/Oklahoma district. Terry and his wife Valarie have been married 50 years, have three children, and two grandchildren. His hobbies include golf, playing drums, traveling, and spending time with his family.
We pledge always to exercise our best efforts to act in good faith and your best interest, acting as a fiduciary. We will provide written disclosure in advance. We will disclose all compensation we receive as a result of the products and services we provide to you and all fees we pay to others referring you to us for the products and services we offer you. We recognize that you rely upon us and compensate us for trustworthy advice; therefore, we acknowledge that this pledge covers all the products and services provided in this engagement.
The rule is to cut losses short but let profits run.
– Charles Dow, 1920
Although he never served as a chief executive officer or built an empire from scratch, Charles Dow’s name is forever entwined with the world of finance, thanks to the market average that bears his name. However, Dow’s contribution goes far beyond his famous average. He was motivated by a desire to open the world of high finance up to the everyday public.
