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Source Capital Group, Inc.

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Source Capital Group, Inc.

Mission statement:

Our mission is to provide excellent service and independent advice. We are not merely transaction-driven. We strive to maintain long-lasting client relationships built on trust and integrity. This philosophy has allowed us to achieve strong growth, and ever deepening client loyalty. Your success, and ultimately our success, is based on our seasoned professionals’ ability to offer sound, independent investment advice to help investors and clients alike achieve their financial goals.

History:

Source Capital Group, Inc. was founded in 1992 by a management team with extensive financial industry experience at firms such as Bankers Trust, Chemical Bank, and Smith Barney. Our belief that the best financial advice should be independent, unbiased and tailor-made for each client’s needs, is at the core of every client’s relationship with our firm. Source Capital began as a boutique investment banking firm specializing in small to medium-sized transactions, and we continue to focus our investment banking activities in those segments of the market. We have grown to include businesses in general securities, emerging market securities, distressed and high yield debt securities, investment management, mortgages, and business lending.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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