SEC CRD #801-124704
Open Source Investments Dynamic Money Management Skip to content 2160 8Th St Ste B Mandeville La 70471 Phone: 985-231-0808 Fax: 985-520-0313 Become A Client Client Access Videos Tax Information Become A Client Client Access Videos Tax Information Dynamic Money Management and Financial Planning designed to help you retire successfully. Open Source Investments Scott Capace and Joseph Zinsel started Open Source to offer financial planning and results oriented money management. We want to help you retire early and successfully. Contact Us Schedule your appointment today! Sign up for our Newsletter Newsletter More Information Retirement Planning We offer a free financial plan to every one of our clients. This is something every client should have. It’s not a sales tool. It’s a way for clients to understand more about their situation and a way for us to make sure their investments meet their needs. Financial Plan Information More Information AMF – Investment Management AMF stands for Actively Managed Funds. In this portfolio we use a combination of Actively Managed and Exchange Traded funds. We build portfolios specific to each client’s needs and dynamically manage to help clients achieve their financial goals. AMF Management Program More Information OASIS – Investment Management OASIS stands for Ongoing Active Strategic Investing System. This program uses Exchange Traded Funds exclusively . This portfolio uses asset allocation and sector rotation dynamically to help clients acheiv
SCOTT M CAPACE
MANAGING PARTNER / CHIEF COMPLIANCE OFFICER
📞 (985) 231-0808
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AUM
$131M
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