Planning
Our team of investment professionals creates and manages customized financial plans that are holistic and closely reflect each client’s unique goals, circumstances, and time horizons.
You want a trusted partner to help you get the most out of your investments. We manage accounts for individuals, families, corporations, nonprofits, and municipalities.
Let our team of experienced and local professionals design an investment plan to meet your unique needs.
1st Source believes it is important that our clients have access to the individuals making the investment decisions day-to-day. Our investment team regularly meets with clients in person, or via phone, video, and email.
We also understand that for most of our clients this is irreplaceable wealth, and it is our responsibility to preserve and grow it. Regardless of what the markets are doing, we are beside you all the way.
Our investment philosophy focuses on your needs and creating an investment policy to meet them:
Our investment platform combines the experience of our investment professionals and their selection and management of the following:
