Sowell Management

Sowell Management Services is a fee-based third-party money manager with investment portfolios for individuals, retirement plans, corporations, trusts, foundations and institutions. We manage assets for industry professionals through a network of some of the industry's largest and most respected independent broker/dealers. Our clients can be found in nearly every U.S. state, as well as abroad. And with close to $325 million in assets under management, we understand the importance of listening to your needs in order to provide service that's uniquely tailored to you. From the customer service we provide to the management of your accounts, the dedicated team at Sowell Management Services is committed to providing you with a positive experience. After all, we know that the personalized experience we offer is what sets us apart. Our value proposition is to provide excellent service with flexible, intelligent investment management at a fair price. With a strong commitment to ethics and a deep understanding of your compliance needs, we provide a fee-only managed account platform that works for you and your clients. To further reflect our dedication and commitment to the industry, we are Global Investment Performance Standards (GIPS) verified.