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Source Capital clients have access to some of the largest full time portfolio managers through our Managed Assets program. Each manager will work with the client to achieve their stated goals within their risk parameters. Accounts are managed on an individual basis, or if more appropriate, commingled in one of several proprietary funds available to our clients. We have managers who specialize in equity and fixed income accounts to service every investor need. Please ask your representative for more information on our Managed Assets program for complete details.
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