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Open Source Investments
Open Source Investments started in 2017 when Scott Capace and Joseph Zinsel combined their financial advisory experience to create a registered investment...
Open Source Investments
Open Source Investments started in 2017 when Scott Capace and Joseph Zinsel combined their financial advisory experience to create a registered investment adviser in Mandeville, Louisiana. Capace previously served clients at Charles Schwab and hosted a national investment radio show, while Zinsel worked at Merrill Lynch advising on corporate 401(k) plans before rising to Senior Vice President at another advisory firm. The firm manages client assets through two proprietary frameworks. The AMF portfolio blends actively managed funds with exchange-traded funds, tailored to individual objectives. The OASIS system uses ETFs exclusively, rotating among asset classes and sectors based on the firm's internal signals. Open Source originates its client base directly from St. Tammany Parish and the broader Gulf South region, focusing on individuals, high-net-worth households, and small businesses. The team consists of Capace and Zinsel, both registered as investment advisors. Capace, a Chartered Mutual Fund Counselor, concentrates on mutual fund and sector analysis. Zinsel holds the Chartered Market Technician designation earned in 2010, reflecting a quantitative and technical orientation toward central banking and international economic trends. The firm operates from a single office in Mandeville and does not publicize a separate philanthropic vehicle or participation in external networks. Open Source distinguishes its structure by combining an independent fiduciary posture with free up-front financial plans for every client, a practice uncommon among small advisory shops. The founders' dual expertise — fundamental mutual fund analysis from Capace and technical macro research from Zinsel — informs the asset rotation that drives both portfolio strategies without reliance on third-party model providers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Mandeville
Corporate office
2160 8th St Ste B, Mandeville, LA 70471, United States
Principals
Scott Capace
Owner / Investment Advisor
Joseph Zinsel
Owner / Investment Advisor
Frequently asked questions
How does Open Source Investments construct client portfolios?
The firm deploys two in-house strategies. The AMF program combines actively managed mutual funds with exchange-traded funds, built on a per-client risk and goal assessment. The OASIS system is ETF-only and relies on tactical asset allocation and sector rotation driven by the founders' internal research. Both approaches are underpinned by a complimentary financial plan that the firm provides to every client.
Who makes investment decisions at Open Source Investments?
Founders Scott Capace and Joseph Zinsel are the sole investment advisors and decision-makers. Capace brings a fundamental focus on mutual fund and sector analysis drawn from over 15 years of money-management experience. Zinsel contributes quantitative and technical analysis, holding the Chartered Market Technician designation since 2010 and specializing in central-banking trends. No outside investment committee or third-party strategist controls portfolio allocation.
What client types does Open Source Investments serve?
The firm serves individuals, high-net-worth individuals, and small businesses, primarily based in and around Mandeville, Louisiana. Its marketing emphasizes retirees and those seeking early retirement. Services include discretionary asset management and financial planning, with the plan function integrated directly into the advisory relationship rather than offered as a stand-alone product.
Is Open Source Investments a family office or a wealth manager?
Open Source Investments is a registered investment adviser and wealth manager, not a single-family or multi-family office. Capace and Zinsel founded the firm to serve external clients rather than manage their own family wealth. The firm's ADV filings indicate it operates as an independently owned advisory practice without ties to a parent trust company or family office.
What investment strategies does Open Source Investments explicitly avoid?
The firm's stated strategies center on publicly traded managed funds and ETFs. It does not advertise private-market capabilities — direct private equity, venture capital, hedge fund allocations, or real estate syndications do not appear in its disclosed offering. The focus remains on liquid, diversified portfolio management for retail and high-net-worth accounts.
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