Investment Management

Looking for a partner to help understand and navigate the challenges of investing? 1st Source can help. We have the largest local team providing comprehensive investment management. We manage accounts for individuals, families, corporations, non-profit organizations and municipalities. We create portfolios designed to meet their unique investment needs.

 

Our investment platform combines the experience of our investment managers and their selection and management of the following: 

• Individual equity and fixed income management
• Exchange traded funds 
• Mutual funds
• External individual equity managers
• Alternative asset classes — real estate, commodities, MLPs, long/short, and private equity

 

Our investment philosophy focuses on your needs and creating an investment policy to meet them. Our philosophy is built on:

• Investing for the long-term
• Diversifying portfolios to manage risk
• Adding value through business cycles
• Understanding investor sentiment

 

1st Source believes it is important that our clients have access to the individuals making the investment decisions day-to-day. Our investment team regularly meets with clients in person, via phone, video and email. We also understand that for most of our clients this is irreplaceable wealth and it is our responsibility to preserve and grow it. Regardless of what the markets are doing, we are beside you all the way.