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Washington State Employees Credit Union (WSECU) is a Olympia, WA-based company in the Financial Services sector.
School First Credit Federal Credit Union is a Santa Ana, CA-based company in the Financial Services sector.
Porter Billing Services is a Birmingham, AL-based company in the Financial Services sector.
Sowell Management Services is a privately held, independent registered investment advisory firm with over $1.6 billion in assets under management. We offer a full suite of business functions allowing advisors the opportunity to outsource administrative and operational tasks, compliance, portfolio management and trading. Whether you are moving from a wirehouse, an independent B/D, or a bank – you need a partner that will provide a fairly priced, open architecture, all-inclusive platform designed to make advisors more efficient and more profitable. Visit our website to learn how to join the SMS family! Please note that current regulatory policy does not allow us to receive testimonials of any kind including Endorsements of skills and expertise. While we appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of Sowell, our services or our performance. This is the official Sowell Management Twitter page. Postings considered by the facilitator to be inappropriate will be removed and the follower blocked from future use. Advisory Services are offered through Sowell Management, a Registered Investment Advisor. Information shared from third-party sources are for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any investment or recommendation. While Sowell Management believes information derived from third-party sources to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy or reliability. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information at the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and certainties. Actual results, performance or events may differ materially from those expressed or implied in such statements.
Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments` OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.