Advisors at this firm
Joseph Z
Series 65, Series 66
Mandeville, LA
Open Source Investments, LLC
Joseph Zinsel is a financial advisor at Open Source Investments, LLC with 16 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked previously at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Outside of his advisory role, he is a managing member of ZFT LLC and a managing partner of Mile End Capital Management LLC, both non-investment-related entities. Open Source Investments provides discretionary portfolio management primarily to individual investors and small businesses, focusing on a non-high-net-worth client base. The firm offers two main investment strategies combining active mutual funds and ETFs, tailoring portfolios based on client goals, risk tolerance, and time horizon.
Scott C
Series 63, Series 65
Mandeville, LA
Open Source Investments, LLC
Scott Capace is a financial advisor with Open Source Investments, LLC in Mandeville, LA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Open Source Investments provides discretionary portfolio management primarily to individual investors and small businesses, focusing on a non-high-net-worth client base. The firm offers two distinct investment strategies that combine asset allocation with active management and technical analysis, employing a range of securities including mutual funds, ETFs, and individual equities.
