Our risk management process is disciplined and dynamic – it adjusts to a changing global economy. We do not use canned, static models.
University endowments pioneered the use of alternative investments to improve their risk-adjusted returns. We help our clients invest like institutions by using innovative solutions inside both taxable and qualified accounts.
Maximizing after-tax returns is critical to long-term performance. Our tax-advantaged strategies are tailored to each client’s specific circumstances.
Our investment process is focused on risk/return ratios.
We practice “mean-variance optimization” – a data-driven method that seeks to maximize expected return for each unit of risk. Our process is designed to quantify how specific investments may improve a portfolio’s risk/return ratio.
All Source core portfolios include Enhanced Income, Hedged Growth, and Pure Growth. Bespoke portfolios are available for clients with $25 million in investable assets.
Objective: Current income
Suitability: For clients seeking a high level of income for distribution or reinvestment
Style: Focus on interest and dividends
Client Risk Tolerance: Conservative to Moderate
Objective: Capital appreciation
Suitability: For clients seeking growth and downside protection
Style: Focus on equity
Client Risk Tolerance: Moderate to Aggressive
Objective: Institutional clients and individuals with $25M+ investable
Suitability: For ultra-high net worth investors
Style: Institutional, Virtual Family Office
Client Risk Tolerance: Any
Objective: Capital appreciation
Suitability: For clients primarily seeking high growth and some downside protection
Style: Focus on equity
Client Risk Tolerance: Aggressive
Investment Advisory Services offered through Integrated Advisors Network LLC (IAN), a Registered Investment Adviser. All Source Investment Management (ASIM) is an affiliate of IAN. IAN and ASIM may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this website is information distribution.
Any communications with prospective clients residing in states or international jurisdictions where IAN or ASIM or its registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. The information on this website is for informational purposes only and does not constitute a complete description of our investment services or performance. No part of this site nor the links contained therein is a solicitation or offer to sell securities or investment advisory services, except where applicable in states where we are registered, or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Information provided on this website is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that ASIM and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
USE OF LINKS TO OTHER WEBSITES: This website may contain links to third-party websites. These links are provided solely as a convenience to you and does not imply an affiliation, sponsorship, endorsement, approval, investigation, verification, or monitoring by IAN or ASIM of the contents on such third-party websites. IAN and ASIM is not responsible for the content of any website owned by a third party that may be linked to this website regardless of whether the link is provided by ASIM or a third party. IAN or ASIM does not prepare or maintain, has not and will not review or update, and does not guarantee the accuracy, timeliness, completeness, suitability, reliability, or usefulness of any information contained on a linked third-party website. If you decide to access linked third-party websites, you do so at your own risk. Furthermore, no representation or warranty is provided for any software that you may download from a link from this website.
THIRD PARTY CONTENT: Through this website, you may have access to information relating to securities, indexes or the securities markets ("Market Data"). ASIM may compile or obtain this Market Data from third parties who are independent of ASIM. Even though the sources of the Market Data provided on this website are believed to be reliable, ASIM is not responsible for, and makes no warranty with respect to the contents, accuracy, completeness, timeliness, suitability, or reliability of the Market Data. The Market Data that may be provided is not a complete summary or statement of all available information or data. ASIM makes no express or implied representations or warranties, including but not limited to
