A complete list of active advisors currently associated with SOW Advisors LLC
Warmer can help you find a great advisor at SOW Advisors LLC or one who fits your needs even better.
SOW Advisors, LLC provides wealth management and financial planning services to individual and high-net-worth clients, offering discretionary portfolio management across stocks, bonds, mutual funds, ETFs and alternative investments. The firm also offers project-based financial planning and educational seminars for groups on general investment and personal finance topics. The firm’s investment process blends quantitative models, fundamental and technical analysis, and Modern Portfolio Theory to construct diversified, multi-asset portfolios that may combine passive and active strategies. SOW Advisors sets asset-allocation targets, tailors portfolios to client risk tolerances and may recommend or advise on alternative investments, pooled vehicles and private investment funds when appropriate. SOW Advisors is small in scale (two principals, approximately $10.2 million in discretionary AUM and one office) and discloses principals’ outside business activities in real estate and fund management, including ownership interests in entities such as Narrow Way Equity Partners and H&L Investments. Those outside activities, together with the firm’s willingness to advise on pooled vehicles or act as a fund sponsor (while noting clients are not solicited to participate), and its offering of educational seminars, are features that distinguish it from most peers.
To learn more about the advisors currently working at SOW Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Youngsville, LA
| 1
| |
Youngsville, LA
| 1
|
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