Sowell Launches Visionary Allocation Strategies with Goldman Sachs
Sowell Management, a leading Registered Investment Advisor (RIA), has announced the launch of its Visionary Allocation Strategies, created in partnership with Goldman Sachs Asset Management. This suite of investment solutions is designed exclusively for Sowell-affiliated advisors to meet the complex needs of high-net-worth (HNW) clients through personalized, tax-sensitive portfolios—offered with no strategist fee.
Next-Level Tools for Advisors Serving HNW Clients:
The Sowell Visionary Allocation Strategies offer financial advisors access to:
- Institutional-grade research from Goldman Sachs
- Active portfolio construction tailored to client tax and investment profiles
- Seamless implementation via Sowell’s proprietary FLEX Investment Management (IM) platform
- No strategist fee, maximizing value for clients
Delivered through Sowell’s OCIO platform and powered by GeoWealth’s UMA technology, the new strategies are fully supported with customizable client-ready materials and ongoing market commentary.
Strategic Partnership: Empowering Advisors at Scale
“We are thrilled to work with Goldman Sachs to offer investment solutions that help advisors meet and exceed the needs of their clients,” said Daryl Seaton, President of Sowell Management.
This collaboration enhances Sowell’s ability to support advisors in delivering scalable, high-impact portfolios without operational friction.
What’s Inside the Visionary Allocation Suite:
The suite leverages the same investment and risk management process used by Goldman Sachs for institutional multi-asset clients, and includes:
- Three strategy suites at launch, built with a mix of ETFs and equity SMAs
- A fourth strategy suite—featuring direct indexing, alternatives, and fixed income SMAs—set to launch later in 2025
- Ongoing support with trade alerts, market-driven commentaries, and portfolio insights
- Access to Goldman Sachs research and weekly insights beyond portfolio construction
“We are excited to bring these distinct strategy suites to market,” said Alexandra Wilson-Elizondo, Co-Chief Investment Officer at Goldman Sachs Asset Management. “This partnership offers access to the ‘best of’ Goldman Sachs through Sowell’s open architecture platform.”
Turnkey, Scalable Wealth Management
This launch marks a significant step in Sowell’s mission to provide independent advisors with the tools they need to scale confidently and deliver better investment outcomes for clients. With cutting-edge research, tax personalization, and direct indexing capabilities, the Visionary Allocation Strategies help advisors differentiate in a competitive market.
