We offer a full range of multi-portfolio strategies and daily money management for our clients’ business and personal assets and retirement plans in conjunction with our partners at Sowell Management Services.
Our portfolio options consist of:
Click here to learn more about our portfolios and risk management system.
In order to provide you with a wealth and investment management strategy that fits your needs and achieves your financial objectives, we first need to understand your Risk Tolerance and Time Horizon.
Download our Risk Assessment Questionnaire
Please 1.) SAVE the Questionnaire first, 2.) then fill out the information, and 3.) email it to The Kirwan Companies, Ltd.:
We believe that considering these three metrics within the investment selection process defines a successful client portfolio over the long term. Tracking and measuring these metrics for each client portfolio requires active oversight within the dynamic investment landscape.
Sowell Management Services is an independent registered investment adviser with the Securities and Exchange Commission, and complies with Global Investment Performance Standards (GIPS®). To receive compliant presentations and/or a list of composite descriptions, please contact us at email@example.com or by calling 888-507-9919.
Ashland GIPS Verification Letter 1-23-15
Ashland GIPS Verification Letter- Portability Review 1-23-15