Sowell Management Collaborates with Goldman Sachs for Tailored Investment Strategies

Sowell Management Teams Up with Goldman Sachs

In a strategic move set to revolutionize investment options for advisors, Sowell Management has announced a collaboration with Goldman Sachs Asset Management to launch its new Sowell Visionary Allocation Strategies. This initiative is aimed at providing financial advisors with tailor-made investment solutions, specifically designed to address the complexities and unique needs of high-net-worth (HNW) clients.

Tailored Solutions for Advisors

The Visionary Allocation Strategies are built exclusively for Sowell's financial consultants, allowing them to cater to clients' individual tax situations, preferences, and financial goals. This personalized approach is underpinned by Goldman Sachs' institutional-grade research, featuring advanced portfolio construction methodologies and seamless implementation processes, all without imposing a strategist fee.

Advisors will benefit from enhanced access to Goldman Sachs' comprehensive multi-asset investment framework, augmented by Sowell's Office of Chief Investment Officer (OCIO) offerings, which will provide ongoing insights, commentaries, and adaptable client-ready reports. Utilizing the FLEX Investment Management (IM) platform, which is powered by GeoWealth, the strategies ensure efficient portfolio management.

Removing Barriers for Advisors

Daryl Seaton, the President of Sowell Management, emphasized the company’s commitment to empowering independent financial advisors. He stated, "Our collaboration with Goldman Sachs not only grants advisors vital access to institutional investment expertise but also simplifies the implementation of our strategies into client accounts. This removes a significant barrier and enhances the scalability of portfolio applications using cutting-edge technology."

Strategy Suites Overview

The initial rollout includes three distinct strategy suites that leverage Exchange-Traded Funds (ETFs) alongside equity Separately Managed Accounts (SMAs). A fourth suite that offers direct indexing, alternative investments, and fixed income SMAs is set to launch in the coming months. Alexandra Wilson-Elizondo, Co-Head and Co-Chief Investment Officer at Goldman Sachs, expressed excitement about the launch. She noted that this suite comprises some of the best features available from Goldman Sachs, showcasing both active and passive investment options.

This strategic partnership not only enhances the capabilities available to Sowell advisors but also reinforces the firm’s commitment to providing top-tier investment resources. The partnership enables Sowell Management to continue fostering an environment where advisors can thrive and best serve their clients.

A Look Ahead: Innovation in Wealth Management

Sowell Management, which has built a reputation as a trusted Registered Investment Advisor (RIA) since its establishment in 2001, continues to expand its offerings and adapt to the evolving needs of the investment landscape. With a network of over $5.5 billion in client assets, the firm prioritizes the independence of financial advisors, providing them with the necessary tools and strategies to succeed in a competitive market.

As the financial sector witnesses increasing complexity, partnerships like that of Sowell Management and Goldman Sachs are critical in delivering value-driven investment solutions. The Visionary Allocation Strategies represent the future of professional financial advising, characterized by customization, efficient execution, and unwavering client focus.

For more information, visit Sowell Management's official website to explore the full range of services and capabilities offered to its advisors and their clients.