Sowell Management Services

Sowell Management Services is a "Fee-Based" Third Party Management firm with investment portfolios for individuals, retirement plans, corporations, trusts, foundations, and institutions. As a Third Party Manager, Sowell Management Services manages assets for industry professionals through a network of some of the industry's largest and most respected Independent Broker/Dealers. With clients in almost every state and abroad and with assets close to $370 million under management, we understand the value of listening and providing a service based on your needs, not ours. With a team of dedicated professionals, Sowell Management is committed to providing a positive experience; from customer service to the management of your account(s). We realize, it's all about the overall experience that sets us apart. As with all business relationships, it's also about value. It doesn't matter how much or how little you pay for something, if there's no value, it's not worth the price. Our value proposition is to provide excellent service with flexible and intelligent investment management at a fair price. The Sowell business model is truly a win-win situation for our investment professionals. As complicated as financial planning can be, most successful Financial Advisors do not have time to be everything to everybody. It takes a tremendous amount of time to manage client relationships as well as prospect and develop new relationships. Our business model allows Financial Advisors to spend their time managing and cultivating those relationships while we focus entirely on one aspect of financial planning; Investment Management. If you are an investor, we welcome you to contact us about any of the Financial Advisors we work with across the country. We work with some of the best in the industry. Let us show you how a partnership with Sowell Management Services can provide one of your most valued and elusive possessions.......time. Please contact us at 1-800-399-2391 or [email protected] to obtain additional information.