Merrill Lynch

Founded in 1994, Source Capital Group specializes in handling investment banking transactions. It offers trading, portfolio management, and equity and debt financing services. The group provides mutual funds and various mortgage options. Source Capital Group has a staff of analysts that offers credit research services for various companies throughout the United States. It provides online information on market trends, as well as business options. The group s portfolio managers specialize in equity and fixed-income accounts. With headquarters in Westport, Conn., Source Capital Group also maintains offices throughout Arizona, Florida, Kentucky, Washington, New York and Washington.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.