Menu Sign In To Online Banking Private Banking Private Banking You’ve worked hard to build your financial stability, you deserve to work with bankers who work hard for you too. Our personalized approach to private banking can help ease your day-to-day financial needs. Our trusted bankers offer the personalized services and benefits that make your financial life run smoothly. 24/7 Concierge Service We Bring the Bank to You Premier Convenience in Day to Day Banking Deposit/Cash Management Specialization Custom Mortgage Loans Lines of Credit (secured and unsecured) Bringing the Bank to you in Sarasota, Florida Meet our Private Banking team I’d like more information about Private Banking at 1st Source. Related Topics Estate and Tax Planning Trust and Estate Administration Investment Management Philanthropic Services Private Banking Meet Our Private Banking Team Here for you in Florida Navigate To... Copyright 1999 - 2021 1st Source Bank All Rights Reserved Connect with us

Menu Sign In To Online Banking Investment Management Investment Management Looking for a partner to help understand and navigate the challenges of investing? 1st Source can help. We have the largest local team providing comprehensive investment management. We manage accounts for individuals, families, corporations, non-profit organizations and municipalities. We create portfolios designed to meet their unique investment needs. Our investment platform combines the experience of our investment managers and their selection and management of the following: Individual equity and fixed income management Exchange traded funds Mutual funds External individual equity managers Alternative asset classes — real estate, commodities, MLPs, long/short, and private equity Our investment philosophy focuses on your needs and creating an investment policy to meet them. Our philosophy is built on: Investing for the long-term Diversifying portfolios to manage risk Adding value through business cycles Understanding investor sentiment 1st Source believes it is important that our clients have access to the individuals making the investment decisions day-to-day. Our investment team regularly meets with clients in person, via phone, video and email. We also understand that for most of our clients this is irreplaceable wealth and it is our responsibility to preserve and grow it. Regardless of what the markets are doing, we are beside you all the way. I’d like more information on Investment Management Not FDIC Insured Not Bank Guaranteed May Lose Value Not a Bank Deposit Not Insured by any Federal Government Agency Related Topics Estate and Tax Planning Trust and Estate Administration Investment Management Philanthropic Services Private Banking Here for you in Florida Navigate To... Copyright 1999 - 2021 1st Source Bank All Rights Reserved Connect with us