We believe that you matter

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:

  • Investing for the long-term
  • Diversifying portfolios to manage risk
  • Adding value through business cycles
  • Understanding investor sentiment

Our investment platform combines the experience of our investment professionals and their selection and management of the following:

  • Individual equity and fixed-income management
  • Exchange traded funds
  • Mutual funds
  • External individual equity managers
  • Alternative asset classes — real estate, commodities, MLPs, long/short, and private equity
Not FDIC Insured disclaimer

Have a question? Let us reach out to you.

Find your nearest 1st Source banking center or ATM