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Cache River is a division of Sowell Management. Sowell holds a position as one of Barron’s* Top 100 RIAs in America. Its vision, innovation, capabilities and culture provide a distinct advantage when it comes to the future of your business.
We leverage Sowell Management’s infrastructure and platform of services to address your needs. Simultaneously, we will take advantage of related financial industry businesses to feed a larger growth strategy.
The synergy between Sowell Management and Cache River Investments works effectively to enhance the market valuation of your firm. Our competitors typically bring acquired customers all under one umbrella – we do not. We believe that allowing your firm to maintain your own structure and identity allows the entrepreneurial spirit of your leadership to thrive. Cache River leadership identifies areas where Sowell Management can contribute to the growth and improve the bottom line through our experienced team and infrastructure. Each acquisition investment may be segregated within its own LLC to provide flexibility in structuring or realignment.
Our goal is to manage your company efficiently by utilizing Sowell Management’s outsourced operational services, asset management, compliance, marketing and financial planning. These efficiencies allow your clients to have a stronger experience while also helping grow your assets organically with less risk.
As you transition, the daily management of your company is vital to its long-term success, growth and legacy. Our hands-on management approach, while not disrupting your brand, is key and enables the building of a strong enterprise. A broader, expanded footprint will also allow for inorganic growth opportunities – tucking in small practices to enhance the in-house partners’ growth.
Although Sowell Management is known for its high touch, “white glove” service, technology also plays a critically important role. By integrating some of the best industry data and technology strategies, we strive to provide you with the latest tools and capabilities to strengthen your practice.
Sowell’s technology is an integrated and robust array of solutions that operates as the backbone of your practice. We connect you with industry-leading technology and equally important, a team of experts who help build and strengthen your business.
To learn more about Sowell Management’s technology platforms and how they can help you grow your business, click here.
*Barron’s Top 100 ranking is from September 2020. Participation in Barron’s Top 100 RIA Firms ranking is by invitation only and limited to firms that meet the minimum eligibility requirements. As with all Barron’s rankings, we do not disclose the proprietary formula. Some general guidance on our methodology: Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The ranking is not indicative of the firm’s past or future performance. Neither the firm nor its executives pay a fee to Barron’s in exchange for the ranking. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
