Institutional Intelligent Portfolios

Our Institutional Intelligent Portfolio (IIP) Platform allows us to efficiently provide actively managed portfolios of ETFs:

  • tailored to your risk preferences and return objectives

  • selected and regularly adjusted by our management team to capitalize on current and changing markets

  • broadly diversified with no added commissions at a $5000 minimum investment 

  • fully automated with the added support of our experienced portfolio managers 

  • low 0.65% management fee

Start Investing Today -- Advisor Program Key: 6C8Q

Follow the simple steps below:

  1. Click the link to the right to Get Started.

  2. Scroll down and input our Advisor Program Key: 6C8Q

  3. Take a short quiz to determine your risk profile.

  4. Review your recommended portfolio.

  5. Open and fund your account.

Sowell Management and Alexis Investment Partners, LLC are independently owned and operated. Advisory services are offered through Sowell Management, a Registered Investment Adviser.