Our Investments

Each investor comes to us as an individual or family; we spend the time to listen to you before we make a recommendation.

• We have our strong specialties: real estate related securities,real estate investment trusts, long term retirement income funds, opportunistic high return strategies, tax deferred 1031 exchanges, debt funds and income funds.   

Many current investments may have the potential to offer historically high, risk adjusted returns.

As part of Sourcenet Investment Services LLC's  balanced wealth strategy, Sourcenet investors gain access to dividend and long term stock stability strategies as well as annuity style insurance products. Through a unified strategy we look to have the whole may be better than the sum of the parts.

Sourcenet Investments seeks to be your source for "Alternative" investments. Real estate securities are generally considered a key "Alternative" component; we will analyze your financial situation before we recommend any portfolio allocations.

"Alternative" Investments are investments not correlated to conventional stock and bond markets (that is why they are called "alternatives"). They are basic to proper asset allocation and investment diversification.

Many investors find their current  advisors lacking real estate and alternative investment experience. They may choose to keep the conventional stock, bond, mutual fund portfolio in place and have Sourcenet Investment Services LLC handle the Alternatives. We are happy to accommodate those investors.

Those unhappy with their present investment provider should discuss with us our comprehensive portfolio management through our Balanced Wealth Management approach.

Whichever way; with Sourcenet Investor Services, the investor remains key.

Annuities and variable annuities have become a popular product in these uncertain times.  After meeting with you about your financial goals, we may recommend them. Our difference is we recognize them as an insurance product with significant insurance costs embedded within the policies. In many cases that embedded insurance premium is money well spent for the protection provided, but not always. We help you decide.

The recurring theme at Sourcenet Investment Services is to know our investor, provide suitable investments and, above all, ensure that you understand your investments and how they may work together.  Our investors have worked hard for their money; It is time for their money to work hard for them