A complete list of active advisors currently associated with Open Source Investments, LLC
Warmer can help you find a great advisor at Open Source Investments, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Open Source Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mandeville, LA
| 19
| |
Mandeville, LA
| 16
|
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