Investment Banking Services
Investor Services
Investor Services

Fund Source

Fund Source is a comprehensive investment tool that provides personalized asset allocation and performance reporting services using a wide range of mutual funds from some of America's best known fund families.

Using a four-step process that involves evaluating an investor's goals, risk tolerance and investment preferences, then designing a diversified portfolio of top mutual funds to meet those goals, investors then construct their portfolio at net asset value. Although shares are purchased without a sales load, there are annual fees and expenses associated with these investments. They then receive quarterly management reports, which monitor the progress of the portfolio. Adjustments to the portfolio can be made at any time without a transaction fee.

Please contact a Source Capital representative for a complete information package on this program.

Disclosure: Mutual funds are subject to market risks and fluctuate in value. Portfolio adjustments may create taxable events. You should consult with your tax advisors prior to making any adjustments.

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