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.
Not FDIC Insured | Not Bank Guaranteed |
May Lose Value | Not a Bank Deposit |
Not Insured by any Federal Government Agency |