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Flex UMA Platform

The FLEX unified managed account (UMA) platform is powered by a suite of leading- and cutting-edge technology solutions built to give you options. It provides advisors with powerful tools to create sophisticated investment portfolios that address a wide range of market conditions and client objectives. Plus, the flexibility to determine the approach that works best for your practice.

FLEX powered by Adhesion, Sowell Management

FLEX — Self Managed

FLEX Gives You Tools and Choice

The Sowell FLEX Platform offers advisors the freedom to choose: You can implement “rep as PM” or Bespoke iCIO selections with any combination of Sowell Affinity and 500+ curated third-party manager models.
Plus, full access to:

  • Sowell Affinity Portfolio Station (Sowell Affinity models)
  • 600+ emerging managers and
  • Curated selection of boutique managers

 

 

FLEX — iCIO

Other Benefits of FLEX

  • A proprietary boutique platform which will offer advisors “bespoke” investment options to help advisors differentiate from their competition
  • A Unified Managed Account (UMA) platform that’s built for flexibility and ease of use
  • Proprietary exchange-traded funds (ETF)

 

 

Why advisors are considering outsourcing investment management activities

Saving Time

The vast majority of advisors are looking for ways to reduce the amount of time they spend working “in” their practice so they can invest more time working “on” their practice. Managing money can absorb a lot of time and resources from doing what advisors love to do, such as spending more time with clients and meeting new clients. Working with an insourced iCIO team to enhance your investment management strategies and philosophies can optimize your deliverables and differentiate your results Most importantly, give you more time and resources to focus on growing.

Technological Advances

The industry has responded to the challenges of managing multiple strategies while managing and reducing costs with new technological advances such as Unified Managed Account (UMA) and Model Marketplaces, all with the promise of enabling advisors to implement much-needed process improvements and expand their menu of services offered.

Differentiate Your Brand

Advisors are increasingly needing more time with clients. Embracing an insourced and Bespoke investment management solution enables advisors to expand high touch services and deliverables for High-Net-Worth clients. It is increasingly difficult to compete with large wealth management firms, in meeting the needs of High Net Worth and Ultra High Net Worth clients. Insourcing the investment management function will not only differentiate your brand but enable advisors to compete for that higher net worth client. Outsourcing allows advisors to expand their services, improve processes, and spend more time with their clients. Click here for insight from one of our technology partners.

Sowell Portfolio Station

The Classic series is unique because it represents an inexpensive way to invest in a wide range of securities utilizing just a few holdings, keeping transaction costs low. The models in our Classic series are designed using ETFs to gain broad exposure to the market without requiring a large initial investment. We believe capital markets are highly, but not completely, efficient. The Classics are strategically managed to rely on asset allocation to exploit these inefficiencies. Equity to fixed income allocations of the Classic portfolios are globally diversified across a range of risk-reward outcomes

The AMP models are unique in that they are designed using mutual funds and other exchange-traded products as investment vehicles. These funds are handpicked by Sowell’s investment committee, ensuring clients have access to best-of-breed managers within each asset class. For clients who believe that active management can drive superior returns, our AMP series gives clients exposure to institutional class funds, without the requirement of a large initial investment.

The TAP models are unique because of the tactical allocation strategy that is employed in their design. The dynamic nature of this strategy allows us to minimize losses in a bear market and capitalize on up-trends in a bull market. The TAP series are designed using tactical asset allocation, meaning that we invest a range of equity / fixed income / cash allocations in order to try to tactically “time” the market (as opposed to a strategic allocation where we have fixed target allocations)

The Global Macro portfolios are unique due to the hybrid strategic investment style that is used. This style allows us to maximize opportunities within global market trends, with the added flexibility of opportunistic investments into satellite allocations (such as gold ETFs) as unique opportunities arise. Our Global Macro series offers clients broad portfolio diversification that extends beyond just domestic asset classes. The models in our Global Macro series seek to provide risk-adjusted total returns. They are designed using an actively managed hybrid strategic asset allocation, across multiple assets classes including, but not limited to, specific equity to fixed income allocations for each of the portfolios (like a normal strategic model).

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For all Flagship Models:

We seek to identify and invest in attractively valued businesses whose underlying fundamentals are improving with a focus on applying an appropriate emphasis on systematic stock selection, comprehensive risk management and disciplined portfolio construction.

The nine models in our Flagship series are each made up of around 30-50 individual stocks. Each model has a sector allocation benchmarked to the current sector allocations within the S&P 500, but the individual stock selections in those sectors are chosen using different parameters for each model. Breakdowns of the Flagship models are as follows:

Flagship Dividend

The model does not strictly look for the highest dividend-yielding stocks. While the base yield is set at 2%, the model screens for stocks exhibiting consistent dividend growth as well as price appreciation to avoid value traps. The approximate number of holdings: 30 – 50

Flagship Equity

The model evaluates more than 20 factors to determine those factors currently favored by investors and selects candidates exhibiting those factors. Examples of factors include book value, momentum, quality, market cap etc. The approximate number of holdings: 30-50

Flagship Global Equity ADR Model

Stocks are ranked based on a multi-factor model that includes valuation, improving fundamentals, and momentum. Stocks ranked in the top quartile are selected from within 15 Affinity-defined sectors. Control for risk factors relative to the benchmark, including sector neutrality, region, and country. Alpha is generated almost entirely from stock selection.

Flagship International Equity ADR Model
Flagship Small Cap

Stocks are ranked based on a multi-factor model that includes valuation, improving fundamentals, and momentum. Stocks ranked in the top quartile are selected from within 15 Affinity-defined sectors. Control for risk factors relative to the benchmark, including sector neutrality, region, and country. Alpha is generated almost entirely from stock selection.

Flagship Midcap Equity
Flagship Megacap Equity

By employing a factor-based approach, the Flagship Dividend model screens for stocks exhibiting consistent dividend growth as well as positive price action to avoid value traps. We seek to identify and invest in attractively valued businesses whose underlying fundamentals are improving with a focus on applying an appropriate emphasis on systematic stock selection, comprehensive risk management and disciplined portfolio construction. The portfolio comprises 30 to 50 individual stocks.

Flagship Large Cap Value Equity
Flagship Large Cap Growth Equity

Stocks are ranked based on a multi-factor model that includes valuation, improving fundamentals, and momentum. Stocks ranked in the top quartile are selected from within 15 Affinity-defined sectors. Control for risk factors relative to the benchmark, including sector neutrality, market capitalization, etc. Alpha is generated almost entirely from stock selection.