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

If appropriate, we look for investments for you that have the potential to offer historically high, risk adjusted returns.

Our strengths are: real estate related securities, alternative investments, real estate investment trusts, long term retirement income funds, opportunistic high return strategies, tax deferred 1031 exchanges, debt funds and income funds.

As part of the Sourcenet 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 at making the whole better than the sum of the parts.

One aspect of our Strategy, if appropriate, will be to explore “Alternative” investments, investments not correlated to conventional stock and bond markets (hence “alternatives”). Real estate securities are generally considered a key “Alternative” component; we will analyze your financial situation before we recommend any portfolio allocations.

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.

You have worked hard for your money; It is time for your money to work hard for you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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