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Investment Management

Our financial advisors can help you create a portfolio tailored to fit your needs.
Trust Services

Let our experts talk to you about the services we offer, securing your assets for the future.
Retirement Planning

The trusted advisors at 1st Source Bank will design the right retirement plan just for you.
Monogram Mutual Funds

From current income to long-term growth, Monogram funds offer different options to suit your objectives.


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Items of Interest
1st Source Corporation SRCE
Income Equity Fund FMIEX
Income Fund FMEQX
Long/Short Fund FMLSX
 








Certain investment products and/or mutual funds:

  • NOT FDIC INSURED
  • NOT BANK GUARANTEED
  • MAY LOSE VALUE
  •  



    Funds Performance

    From current income to long-term growth, Monogram funds offer different options to suit your objectives.

    1st Source Funds

    Income Equity Fund
    Income Fund
    Long/Short Fund


    Recent Highlights

    Ralph C. Shive, CFA has managed the 1st Source Monogram Income Equity Fund (FMIEX) from his office in South Bend since 1989. Mike Shinnick has managed the 1st Source Monogram Long / Short Fund (FMLSX) since 2003. Their experience and results speak for themselves.


    Prospectus Offer
    An investor should consider the fund's investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information about the investment company can be found in the fund's prospectus. To obtain a prospectus, please call 1-800-766-8938 or click on the following links:

    Please read the prospectus carefully before investing.

    1st Source Corporation Investment Advisors, Inc. is a subsidiary of 1st Source Bank and provides investment advisory and other services to the Funds and receives fees for those services. 1st Source Monogram Funds are distributed by Foreside Distribution Services, L.P.









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    P.O. Box 1602, South Bend, IN 46634
    (574) 235-2000