TWO WAYS TO PARTNER WITH SMS
Sowell Management Services offers two distinct partnership avenues that we believe are our core competencies – Back Office Services and Portfolio Management. Whether you are an RIA, IAR, or looking to break into the business of investment advisory, our firm’s diverse set of services can accommodate your needs.
Feel secure in knowing you can build your brand and deliver comprehensive solutions to your clients, while doing it in a cost effective and efficient manner!
How to Utilize Sowell Management Services
You retain 100% ownership of your practice!
Turn-key Technology Suite
State-of-the-art technology tools to help you grow
Our seasoned team guides your transition process
TD Ameritrade, Fidelity, Pershing, Schwab & TCA (SMS Pricing)
IAR/RIA partners have a dedicated support team for account openings and other necessary business functions
Keep your established brand –or– design and integrate a new brand/logo
RIA partners can outsource compliance responsibilities
Leverage the SMS Investment Committee with white-label portfolio strategies, thought leadership, risk management, and manager selection