Open Source Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Open Source Investments, founded in 2017, provides discretionary asset management to individuals, small businesses and their retirement plans, as well as to trusts, foundations and corporations; the firm manages roughly $130.7 million for about 239 clients through a two-advisor team. Services include portfolio management, client interviews to determine goals and restrictions, and management or rebalancing of held-away retirement accounts.
The firm operates two distinct strategies: AMF, which emphasizes asset allocation using predominantly actively managed mutual funds, and OASIS, which uses ETFs and incorporates technical analysis and economic data to adjust market exposure and sector weightings. Portfolios are constructed around each client’s objectives, risk tolerance and time horizon, with quarterly reviews and a stated preference for low turnover.
Open Source reports that it does not serve high-net-worth individuals, focusing instead on non-HNW individual and small-business clients, a client mix that is less common among similar supported firms. The firm also manages only discretionary assets, uses an order management system (Pontera) to implement held-away 401(k) rebalancing, and engages third‑party solicitors under written agreements that allocate 20–50% of collected advisory fees.
Client services
Expertise
Fee options
$0 - $250,000: 1.3% $250,000 - $500,000: 1.2% $500,000 - $750,000: 1.1% $750,000 - $1,000,000: 1.0% >$1,000,000+: 0.8% $0 - $250,000: 1.95% $250,000 - $500,000: 1.8% >$500,000+: 1.7%
Main office
Mandeville LA
Advisors at this office
2
Most active in
Louisiana · Mississippi · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Joseph Z
Series 65, Series 66
Mandeville, LA
Open Source Investments, LLC
Joseph Zinsel is a financial advisor with Open Source Investments, LLC in Mandeville, LA, holding Series 65 and Series 66 licenses and having 16 years of industry experience. He has worked at several firms including Merrill, The Mutual Fund Store, Tmfs Advisors, and Financial Engines Advisors before joining Open Source Investments in 2017. Open Source Investments provides discretionary asset management primarily to non-high-net-worth individuals, small businesses, retirement plans, trusts, foundations, and corporations. The firm employs two distinct investment strategies focused on asset allocation through actively managed mutual funds and ETFs, tailoring portfolios to client objectives with quarterly reviews and a preference for low turnover.
Scott C
Series 63, Series 65
Mandeville, LA
Open Source Investments, LLC
Scott Capace is a financial advisor with Open Source Investments, LLC in Mandeville, LA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Open Source Investments provides discretionary portfolio management primarily to individual investors and small businesses, focusing on a non-high-net-worth client base. The firm offers two distinct investment strategies that combine asset allocation with active management and technical analysis, employing a range of securities including mutual funds, ETFs, and individual equities.
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