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Our Mission: Listen to You

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 to your portfolio, we look for investments that have the potential to offer historically high, risk adjusted returns. Through a unified strategy we aim to make the whole better than the sum of the parts.

Depending on your unique goals, we'll explore “Alternative” investments. These are investments not correlated to conventional stock and bond markets (hence the nomenclature of “alternatives”). Real estate securities are generally considered a key “Alternative” component. Our promise is to always analyze your financial situation before we recommend any portfolio allocations.

In our years in business, we have found many investors' current advisors lacking real estate and alternative investment experience. We welcome the opportunity to work within any team by handling the alternative component at Sourcenet Investment Services LLC; while leaving the conventional stock, bond, mutual fund portfolio in place. We are more than happy to accommodate those investors.

For those unhappy with their present investment provider, we are also available to discuss our comprehensive portfolio management through our Balanced Wealth Management approach.

We’re nationally known in the 1031 tax-deferred exchange community

Since every investor is unique, just as every property has benefits and challenges, we like to start a conversation around you. Tell us about your property, tell us what you want to use your money for, tell us what questions you have. We'll listen to you. And we'll answer your questions about Real Estate, Securities, and 1031 Exchanges.

Our Founder brings over thirty years of investment experience with an extensive investment real estate background. We field questions from what is a DST (Delaware Statutory Trust); is a 1031 Exchange right for my investment goals; does my property qualify -- and we love to answer them.

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Our Investment Strategies

Oil & Gas Investing

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Income Strategies

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Alternative Investing: The Endowment Model

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Investment Management Services

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