Straightforward, honest, Faith Driven Private Capital and Investment option for Faith Driven Entrepreneurs. We are focused Impact Investments, private asset management, and Equity relationships.
Open Source Private Equity
OPEN SOURCE EQUITY
Don’t worry about sounding professional. Sound like you. We can help get you there.
At Open Source Equity (formerly KLR Associates), we’re hyper-focused on helping our clients achieve their financial goals, not our agenda.
Personalized financial strategies for your present and future.
Investment Management
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Estate Planning
We prioritize and value taking care of your family and the causes you believe in. Let’s work together to leave a legacy that you can be proud of.
Tax Planning
We believe in telling the truth, not just when it makes you happy. But, always - and, with your best interest in mind.
If it will impact your cashflow, income taxes, your risks or ROI - we will give you all the facts. Not just tell you what you want to hear.
OUR MISSION
At Open Source Equity, we take the mystery out of achieving your financial goals
Inventive
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Equitable
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Progressive
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Inventive · Equitable · Progressive ·
Inventive
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Progressive
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Equitable
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Inventive · Progressive · Equitable ·
ARTICLES FOR FINANCIAL EXCELLENCE
