Open Source Investments, LLC

Overview

Open Source Investments, LLC is a small, owner-operated registered investment adviser that provides discretionary portfolio management primarily to individuals and families and to small businesses. The firm favors equity-centered strategies and uses exchange-traded equities as its dominant exposure, supplementing portfolios with mutual funds where appropriate. It charges clients on a percentage-of-AUM basis and does not position itself as an active ESG investor or a multi-state adviser. Investment activity is oriented around individualized, discretionary management rather than institutional or pension consulting. The firm's structure and client mix indicate a focus on managed separate accounts and tax-aware implementation for households and small business owners, with a clear preference for liquid, exchange-listed instruments to serve those objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices