Sowell Management and Goldman Sachs Innovate Investment Solutions

Sowell Management Partners with Goldman Sachs for New Investment Strategies

In an exciting development for financial advisors, Sowell Management has announced a groundbreaking collaboration with Goldman Sachs Asset Management and GeoWealth. This initiative aims to deliver tailored portfolio strategies that enhance investment opportunities for financial advisors across the country.

Introducing Sowell Visionary Allocation Strategies

The newly launched Sowell Visionary Allocation Strategies are designed specifically for high-net-worth investors, providing advisors with unique tools to meet diverse investment needs. These solutions take into account individual clients' tax situations, preferences, and overall financial objectives.

By integrating advanced research methodologies, active portfolio construction techniques, and seamless implementation, these strategies eliminate the typical strategist fee, simplifying processes for financial advisors seeking to optimize client investment outcomes.

Benefits of the Partnership

Sowell's Visionary Allocation Strategies grant advisors access to Goldman Sachs' esteemed multi-asset investment framework. Enhancing this collaboration is Sowell's Outsourced Chief Investment Officer (OCIO) platform, which offers valuable portfolio insights, ongoing market analyses, and client-ready materials tailored to advisor needs via the FLEX Investment Management platform powered by GeoWealth.

Daryl Seaton, President of Sowell Management, expressed enthusiasm for this partnership, stating, "At Sowell, we are dedicated to empowering independent financial advisors to scale their businesses with confidence. Our collaboration with Goldman Sachs is a testament to our commitment to providing advisors with top-notch investment solutions that cater to their clients' needs."

Innovative Investment Strategies

The Sowell Visionary Allocation Strategies Suite applies the same rigorous investment and risk management strategies that Goldman Sachs employs for its institutional clients. Advising professionals will benefit from trade alerts, quarterly commentaries, and other valuable market insights to foster informed decision-making.

Initially, the suite will include three innovative strategy models incorporating Exchange-Traded Funds (ETFs) and equity Separately Managed Accounts (SMAs). An additional model featuring direct indexing, alternatives, and fixed-income SMAs is expected to launch later in the year.

Product Offerings Expand

Alexandra Wilson-Elizondo, Co-Head and Co-Chief Investment Officer at Goldman Sachs, conveyed excitement about these new offerings. She noted, "We are thrilled to introduce these unique strategy suites, which bring the best of Goldman Sachs Asset Management to advisors in a flexible architecture. We aim to enhance investment outcomes for clients through our esteemed investment expertise combined with Sowell's state-of-the-art technology platform."

Streamlined Processes for Advisors

Through its in-house OCIO team and strategic partnerships, Sowell provides advisors with comprehensive portfolio solutions that are fully scalable. The alliance with Goldman Sachs underlines Sowell's commitment to equipping advisors with the best resources to expand their businesses effectively.

About Sowell Management

Sowell Management is a reputable Registered Investment Advisor (RIA), recognized for its dedication to serving financial advisors. Founded in 2001 by Bill Sowell, the firm has built a robust network of financial advisors managing approximately $5.5 billion in client assets. By fostering independence among advisors, Sowell aims to provide exceptional support and a diverse array of financial solutions.

About Goldman Sachs

The Goldman Sachs Group, Inc. stands as a premier global financial institution providing various services to a diverse clientele, including corporations, governmental entities, and private individuals. Founded in 1869 and headquartered in New York, Goldman Sachs continues to maintain a strong presence in all major financial hubs worldwide.

Frequently Asked Questions

What are the Sowell Visionary Allocation Strategies?

The Sowell Visionary Allocation Strategies are custom investment solutions designed to meet the unique needs of high-net-worth clients, offering personalized strategies without a strategist fee.

How does the collaboration with Goldman Sachs benefit advisors?

This partnership provides financial advisors access to institutional-grade investment strategies, advanced research, and ongoing commentary to enhance client-serving capabilities.

What types of investment products are included in this launch?

The initial launch will feature three strategy suites utilizing ETFs and equity SMAs, with an additional model featuring direct indexing and fixed income expected to follow.

Is there a fee associated with the Sowell Visionary Allocation Strategies?

No, these strategies are offered without a strategist fee, making them more accessible for financial advisors looking to implement robust investment solutions.

How can advisors access these investment strategies?

Advisors can utilize Sowell's proprietary FLEX Investment Management platform to implement these strategies and utilize the backed support from Sowell's OCIO team.

About The Author

Dedicated Author and financial expert Logan Wright here, 29 years old. After earning an economics degree, I spent a number of years working in different financial industries. My great passion is enabling everyone, from any background or experience level, to understand and be literate in financial matters.

My books and writings are centered on simplifying difficult financial ideas into doable, understandable guidance. Whether it's retirement planning, investing, or budgeting, I want to arm readers with the information they need to make wise financial choices and realize their financial objectives.

Apart from writing, I also frequently post to financial blogs and organize webinars and workshops targeted at enlightening participants about personal finance. Always, my strategy is to offer concise, doable advice that can truly improve people's lives.

Away from work, I like to read, travel, and sample new foods. My goal is to infuse everything I do with the balance that I think is essential to both financial and personal well-being. By my profession, I want to encourage and enable people to confidently and clearly take charge of their financial futures.

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