WE ARE INDEPENDENT
Our primary business is investment advisory. We are privately owned and thus are not influenced by corporate parents or shareholders. We believe this structure allows our decisions to be based solely on our clients’ needs, without conflict of interest.
WE ARE FEE ONLY
Sowell Management does not receive compensation from any commissions or commission-based products including stock trades, mutual funds, annuities, or insurance.
WE EMPLOY MPD™ – MODERN PORTFOLIO DIVERSIFICATION™
Modern times demand modern solutions. Instead of traditional asset allocation techniques that were developed in the mid-1950’s, SMS utilizes an updated, modern approach to portfolio design and diversification.
WE BELIEVE IN MANAGING RISKS
Sometimes the best offense is a good defense. For clients looking for a risk managed approach to investing, we provide a multitude of strategies that are designed to stay in tune with the major cycles and reduce exposure to market risk during severely negative environments.
WE CUSTOMIZE PORTFOLIOS TO FIT CLIENT NEEDS
We feel that a cookie-cutter, computer-designed portfolio that employs old-school portfolio diversification methodologies may not in a client’s best interest. Thus, we build portfolios that are customized – one client at a time.
WE ARE AN EXPERIENCED TEAM
SMS has a wealth of money management experience. Our investment committee has more than 70 years of combined experience on the “firing line” – managing accounts for clients through both good times and bad.
WE BELIEVE IN COMMUNICATION
Finally, we believe that the degree of success you experience with our firm is directly proportionate to your understanding of the goals and objectives we strive to achieve. Toward this end, we provide our “Daily State of the Markets” report direct via email to clients looking to stay on top of the market action.