alex-hsiao

Alex Hsiao

Co-Chief Investment Officer

BIO

Alex Hsiao, who joined Sowell Affinity in 2020, brings more than 20 years of institutional investment management experience to our investment management division. His expertise in early stage investing, dynamic asset allocation, building diversified investment portfolios, providing outsourced customized solutions, and product development supports and advances Sowell Affinity in providing clients with tailored solutions. He also serves as a strategic advisor to many of the firm’s clients.

Life is an incredible journey. Let's plan for it today.

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About

Trek Wealth’s mission is to provide balanced financial solutions that empower people to do more, go further and appreciate life’s journey. For those looking to prepare for retirement while enjoying life’s experiences along the way, Trek Wealth paves the path for doing both — crafting well-planned portfolios with room for what matters most.
Disclosures
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Advisory services offered through Sowell Management, a Registered Investment Advisor. Trek Wealth Solutions is a division of Sowell Management. Additional information about Sowell Management (CRD# 127145/SEC# 801-63991) is available on the SEC’s website or FINRA’s BrokerCheck.®

Contact Information

  • Toll free: 844-744-TREK
  • 5320 Northshore Drive,
    North Little Rock, Arkansas 72118
    501-333-9030
  • 903 N. 47th Street, Suite 101
    Rogers, AR 72756
    479-335-5102
  • 7047 E Greenway Pkwy, Suite 250
    Scottsdale, AZ 85254
    480-602-3665