Investment Banking Services
Investor Services
Investor Services

Portfolio Management

Source Capital clients have access to some of the largest full-time portfolio managers and sophisticated managed assets programs offered through Sterne Agee Clearing, an affiliate of Sterne, Agee & Leach. Each Source Capital representative works individually with clients to achieve their stated goals within their risk parameters. Accounts can be managed on an individual basis, or if more appropriate, investors can choose to use one of several proprietary programs to spread their assets among many different managers. We have managers who specialize in equity and fixed income accounts to service every investor need. Please ask your representative for more information on the various managed assets programs available to you.

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