Sowell Management

Sowell Management is a financial services firm specializing in providing customized investment management solutions and compliance outsourcing for financial advisors. The company operates in the rapidly evolving financial services market, offering a robust platform designed to enhance the efficiency and profitability of advisors. Sowell Management serves Registered Investment Advisors (RIAs) and other financial professionals by offering a suite of services including portfolio design, manager strategy selection, white-label investment solutions, daily portfolio management, independent research, trading and rebalancing, and daily reconciliation. The business model focuses on a consultative and customized approach to meet the unique needs of each advisor, thereby fostering long-term partnerships. Sowell Management generates revenue through service fees charged for its comprehensive suite of back-office and investment management solutions. The firm also provides tools and resources to help advisors transition their book of business smoothly, whether they are moving from a wirehouse, an independent broker-dealer, or a bank. By leveraging advanced technology and pre-filled paperwork, Sowell Management ensures that advisors can focus on their clients while the firm handles the operational complexities.

Keywords: investment management, compliance outsourcing, financial advisors, portfolio design, RIA, strategy selection, white-label solutions, trading, rebalancing, back-office support.