Sourcenet Investment Services

The journey to financial security is long and often rugged. At Sourcenet Investment Services LLC, we are committed to helping our clients navigate this journey by providing a balanced wealth strategy built on real estate investment securities and other alternative investments. We believe that the income/growth characteristics of real estate securities have provided the basis of many large fortunes, and we strive to apply the lessons learned from these successes to benefit our clients' portfolios.

Our firm was founded on the principle of putting our clients' needs first, without any conflicts of interest. We are dedicated to delivering superior, consistent results for long-term investors through high-conviction portfolios, rigorous research, and individual accountability. Our investment strategy is grounded in fundamentals and performance, seeking long-term strength and management experience in the investments we recommend.

Our Mission

Our mission is to provide our clients with a balanced wealth strategy that helps them achieve their financial goals and secure their families' futures. We believe that a well-diversified portfolio, built on a foundation of real estate investment securities and alternative investments, can offer better returns and higher incomes over the long term.

Our Team

Our team is led by our founder's extensive investment real estate experience, which guides clients through the process of a 1031 Tax-Deferred Exchange. Our professionals are dedicated to delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research, and individual accountability.

Services Offered

At Sourcenet Investment Services, we offer a range of services designed to help our clients achieve their financial goals:

• Income Strategies: We use real estate investment securities and other alternative investments as a basis for a balanced wealth strategy, seeking investments that provide a potential stable monthly income. Owning investments that provide a potential stable monthly income is attractive for many, as the checks can fund retirement living or compound while the asset remains intact. Real estate investment securities are designed to allow investor access to commercial real estate benefits without the burdens of management and personal liability.
• 1031 Tax-Deferred Exchanges: Our founder's extensive investment real estate experience helps guide clients through the process of a 1031 Tax-Deferred Exchange. By deferring capital gains taxes, investors can achieve a more tax-efficient portfolio.
• Alternative Investing: We offer access to a variety of alternative investments, including business development corporations, secured loan funds, and discounted distressed assets. We believe that these investments can provide diversification benefits and potentially higher returns than traditional stocks and bonds.
• Annuities and Insurance Solutions: We offer a range of annuities and insurance solutions designed to help our clients protect their assets and provide a steady stream of income in retirement.
• Retirement and Net Income: We specialize in helping our clients plan for retirement, seeking to provide better returns and higher incomes over the long term. Our strategies are designed to help retirees meet their minimum distribution requirements while preserving their assets.
• Investment Management Services: We offer comprehensive investment management services, including portfolio construction, asset allocation, and ongoing management. Our goal is to provide our clients with a customized investment solution that meets their unique needs and goals.