The core value of Investor Services at Source Capital is to offer sound, independent advice to help investors achieve their overall, long-term financial goals. Whether it is an early retirement plan, or saving for upward-spiraling college costs, we offer comprehensive wealth management planning tailored to each investor’s needs.
Our financial advisors are responsible for choosing the best investment strategy to meet your individual objectives. Beginning with our initial discussions, we will examine your current financial status, determine your goals, identify your risk tolerance and your overall financial objectives. We then create a customized wealth management plan, matching products to your needs, to help you achieve your financial goals and dreams.
As part of our commitment to provide you with quality service, we have formed a strategic business alliance with one of the nation’s leading brokerage clearing institutions, Sterne Agee Clearing, Inc., a subsidiary of Stifel, Nicolaus & Company, Incorporated. This relationship brings the dual benefits of a firm offering a long heritage in the full-service brokerage business and the financial strength of being one of the oldest and largest private securities firm in the United States of America.
Through our strategic alliance with Sterne Agee, we offer you an extensive array of high quality financial services at competitive prices. This allows us to source solutions for your unique financial needs and to provide you with the information and resources to invest with confidence in today’s fast-moving securities markets. We can also provide you with both traditional and innovative financial products.
Source Capital has no proprietary products, allocations or products that our advisors are required to sell. We offer our brokers access to virtually all investment vehicles currently available, and they determine those products that will best meet your financial objectives.
Disclosure: Investors should be aware that all investments carry risk and no strategy can assure a profit or protect against a loss. Fees and expenses are associated with the products and services offered by Source Capital Group, Inc.