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Retirement Planning
We offer a free financial plan to every one of our clients. This is something every client should have. It’s not a sales tool. It’s a way for clients to understand more about their situation and a way for us to make sure their investments meet their needs.
Financial Plan Information
AMF – Investment Management
AMF stands for Actively Managed Funds. In this portfolio we use a combination of Actively Managed and Exchange Traded funds. We build portfolios specific to each client’s needs and dynamically manage to help clients achieve their financial goals.
AMF Management Program
OASIS – Investment Management
OASIS stands for Ongoing Active Strategic Investing System. This program uses Exchange Traded Funds exclusively . This portfolio uses asset allocation and sector rotation dynamically to help clients acheive their financial goals.
OASIS Management ProgramOur Team
As the proud founders of Open Source Investments, we work to provide our clients with the best financial planning and money management available. We look forward to hearing from you. Call us or send us a message any time.
Scott Capace
Owner / Investment Advisor
Scott Capace studied at the University of New Orleans. He has worked in the financial services industry since 1995. He has been an investment manager for over 15 years and prior to that he spent almost 5 years providing advice to clients at Charles Schwab. Scott also spent several years as a host of a national radio show giving financial and investment advice to listeners.
Mr. Capace is a CMFC and has a focus on mutual fund and sector analysis. He also specializes in developing personalized financial plans for clients.
Joseph Zinsel
Owner / Investment Advisor
Joseph Zinsel earned his degree in Economics from the University of London and began his career in financial services in March 2004 as a portfolio manager. He later worked for Merrill Lynch as a financial advisor specializing in corporate 401(k) plans and pensions. Prior to founding Open Source Investments LLC, he was employed as a Senior Vice President at another Investment Advisor providing money management to clients.
Mr. Zinsel is a chartered technical and quantitative analyst earning his CMT charter in January 2010. He is an avid reader of economic texts with a focus on central banking and international economy integration and trends.
Contact us
Want to find out more about us?
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We would love to hear from you! Contact us at the link below?
Address:
2160 8th St Ste B Mandeville La 70471
Phone:
Fax:
985-231-0808
985-520-0313