Sowell Management Enhances Wealth Management with Rayliant Partnership

Sowell Management and Rayliant's Strategic Partnership

Sowell Management, a prominent Registered Investment Advisor (RIA) recognized for its dedication to financial advisors and their clients, recently unveiled an exclusive partnership with Rayliant, a highly esteemed global asset management firm. This strategic alliance aims to significantly enhance Sowell's Outsourced Chief Investment Officer (OCIO) offering, further solidifying its mission to deliver superior investment solutions to its network of advisors.

Expanding Investment Capabilities

The collaboration with Rayliant introduces a wealth of innovative, research-driven methodologies into Sowell's already burgeoning OCIO platform, which has been pivotal in supporting independent advisors across the nation. By incorporating Rayliant's award-winning research and extensive global perspective, Sowell aims to establish a comprehensive OCIO framework that promises institutional-grade solutions tailored for independent financial advisors.

Central to this partnership is Jason Hsu, PhD, the founder and chairman of Rayliant, who now takes on the role of Chief Investment Strategist at Sowell Management. An acknowledged pioneer in quantitative investing, Hsu brings with him a wealth of knowledge and expertise. He will collaborate closely with Sowell's OCIO team to implement a disciplined investment process that emphasizes consistency and credibility while ensuring compliance in portfolio management.

Empowering Financial Advisors

Sowell's CEO, Bill Sowell, emphasized the importance of this collaboration, stating, "The most successful financial advisors recognize that their true value comes from dedicating time to financial planning and nurturing client relationships, rather than getting mired in the complexities of investment management." He noted that Sowell has consistently focused on alleviating the burdens of investment management for advisors, making this partnership with Rayliant a natural evolution of their philosophy.

Hsu echoed this sentiment, noting that the partnership is a fusion of Rayliant's institutional asset allocation strategies with Sowell's personalized, high-touch OCIO services. This alignment is expected to reshape how investment management is conducted, ensuring that advisors can offer clients reliable, innovative strategies while focusing on what matters most: their relationships and planning.

A Look Ahead

The partnership also promises to enhance Sowell's operational capabilities, introducing new research methods and strategies that will seamlessly integrate with existing portfolios managed by other industry leaders like Affinity Investment Advisors and Goldman Sachs. Hsu’s involvement is set to transform the investment services landscape for Sowell's clients while continuing to bring academic rigor and innovative solutions to the forefront.

Daryl Seaton, President of Sowell Management, remarked on the transformative nature of this partnership, saying, "Our advisors deserve the best—and with this evolution, they gain access to cutting-edge strategies, world-class research, and a more robust foundation for client success." He reinforced Sowell's commitment to continually improve its tools and technologies to support advisors.

About Sowell Management

Founded in 2001 by Bill Sowell, Sowell Management is committed to bridging excellence in financial advisory services. With a strong nationwide presence, it oversees a staggering $6 billion in client assets, equipping advisors with a comprehensive suite of services geared toward true independence. The recent partnership with Rayliant underscores its commitment to innovation and providing advanced investment solutions.

About Rayliant

Rayliant Investment Research, established in 2016, stands out for its innovative investment proposals grounded in dynamic asset allocation and systematic ETFs. Led by Jason Hsu, Rayliant specializes in offering globally diversified portfolios that blend behavioral finance with rigorous academic research. The firm has been at the forefront of the smart beta revolution, demonstrating an unwavering commitment to value-driven investing with a focus on delivering substantial benefits to clients worldwide.

In conclusion, the synergy between Sowell Management and Rayliant is set to redefine the standards of investment management, fostering an environment where financial advisors can thrive and deliver first-rate services to their clients.