Open Source Investments
Finance · Louisiana, United States · 1-10 Employees
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Overview
Headquarters
2160 8th St Ste B, Mandeville, Louisiana...Phone Number
(985) 231-0808Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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About Open Source Investments
Open Source Investments specializes in dynamic money management and financial planning aimed at helping clients retire successfully. Founded by Scott Capace and Joseph Zinsel, the firm offers personalized financial plans and investment management services tailored to individual client needs. Their investment strategies include the AMF Investment Management program, which utilizes a mix of actively managed and exchange-traded funds, and the OASIS Investment Management program, focusing exclusively on exchange-traded funds. The company targets individuals seeking comprehensive financial planning and investment management to achieve their financial goals.Explore more
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Open Source Investments specializes in dynamic money management and financial planning aimed at helping clients retire successfully. Founded by Scott Capace and Joseph Zinsel, the firm offers personalized financial plans and investment management services tailored to individual client needs. Their investment strategies include the AMF Investment Ma... Read More
