AllSource Investment Management || Who We Are

Our experienced and skilled partners use a wide range of tools to deliver the best possible opportunities to our clients.

*Alternative investments play a central role in our portfolios by mitigating risk and generating returns that are less correlated to traditional markets. *All Source Investment Management is an independent firm that serves accredited investors and qualified purchasers nationally. We are not beholden to any large corporation or bank.

About Our Name

The inspiration for our name and investment philosophy is All-Source Intelligence, the national security activities that use every available source of information in the production of finished intelligence. All Source is a veteran-owned company, with co-founder Justin Bernier having served as a naval intelligence officer.

We believe successful Americans should not be limited to long-only portfolios of mutual funds and other “vanilla” strategies that set them up to be outmaneuvered in the markets.

Founding Partners

Justin Bernier and Patrick Kennedy are former Morgan Stanley financial advisors who worked their way up to become portfolio managers and alternative investment directors. They founded All Source to offer investors a level playing field in today’s global market.

Justin Bernier

Founding Partner

Former Financial Advisor, Portfolio Manager and Alternative Investments Director at Morgan Stanley Wealth Management
Certified Investment Management Analyst©
MBA, Yale University (Asset Management)
MA, Georgetown University (International Relations)
MPM, University of Maryland (International Security and Economic Policy)
BA, Fordham University (Fordham College)
Veterans of Foreign Wars, Life Member
Military Officers Association of America, Member
Investments and Wealth Institute, Member
National Eagle Scout Association, Member
Farmington Foundation, Director

Patrick Kennedy

Founding Partner

Former Financial Advisor, Portfolio Manager and Alternative Investments Director at Morgan Stanley Wealth Management
MS, Boston University (Banking & Financial Services Management)
Travelers, Director of Account Management
Cigna, Business Relationship Manager
Cigna, Management Development Program (Graduate)

*The terms “accredited investors” and “qualified purchasers” means individuals that meet certain qualifications as defined under Regulation D under the Securities Act of 1933 to participate in certain investments.

*ALTERNATIVE INVESTMENTS ARE VERY SPECULATIVE AND ARE HIGHLY RISKY. Investing in Alternative Investments, is highly speculative and suitable only for those who (a) understand and are willing to assume the economic, legal and other risks involved, and (b) are financially able to assume significant losses. Alternative Investments are not an appropriate investment for retirement funds. Before deciding to invest in Alternative Investments you should carefully consider your investment objectives, level of experience, and risk appetite. Short-term investors and investors who cannot bear the loss of some or all of their investments or the risks associated with the limited liquidity of an alternative investment should not invest.

AllSource Disclaimer

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