Keith Krueger, Chief Growth Officer, Sowell Management met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s suite of solutions geared towards fueling advisor growth.
Sowell Management is an independent registered investment advisor based in Arkansas. The firm partners with entrepreneurial advisors to deliver cost effective access to turn-key technology, back office support, and an open architecture investment platform. Sowell’s all-inclusive platform aims to give advisors the time and the flexibility to grow their business, while still maintaining their independence. Sowell Management ranks #78 on RIA Channel’s Top ETF User List managing roughly $600 million in ETF assets and $2 billion in total assets.
On the investment side, Sowell takes a goals-based approach to portfolio management. The firm’s investment philosophy, Modern Portfolio Diversification™, makes the case for diversification beyond the traditional asset class mix. Driven by the client’s risk tolerance and long-term plan, the Sowell Management team designs a multi-manager, multi-strategy, multi-methodology portfolio. Additionally, advisors can tap into the firm’s Advisor Choice methodology which aims to cut down on the time spent on the investment selection process, by matching client risk profiles to a portfolio with similar characteristics.
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