What We Do For You
HeadInvest is an independent Registered Investment Advisor firm founded 25 years ago with a focus on building, managing and preserving clients’ wealth. We serve over 30 institutions and more than 300 high net worth individuals and their families. Our partners all individually have over 20 years expertise coming from different areas of the industry, including investment management, institutional equity research, retirement planning, philanthropic planning and financial counseling.
We are a fiduciary and fee-only wealth advisor, which means we are focused on offering objective advice, not products. The industry is filled with many people who may be incented to put their interests ahead of yours. We were founded on the belief that our values should be directly aligned with the interests of our clients and that always acting in the best interest of clients is the clearest path to long-term success both for our clients and ultimately our business, through trusted long-term relationships. Our goal is provide the highest level of personal service, offering clients objective and unbiased advice. Whether institution or family, our primary focus is the growth of your portfolio and the preservation of your wealth.
The combination of high stock market valuations and sluggish growth can be volatile. Following four years of steady advance, in August the stock market succumbed to a correction, popularly defined as a price decline of 10% or more. As shown in the accompanying chart, the S&P 500 declined 260 points from its peak, or 12%,… Read more »
The US stock market continues to shrug off challenges to its bull market run. Despite the drama in Greece and severe gyrations in Chinese stock markets, US stocks have now recovered fully from their correction in June and returned to levels at or above their all-time highs. Investors still have reasonable grounds to expect further… Read more »
The US economy hit a “soft patch” in the first quarter. The initial estimate of GDP growth for the first quarter of the year was 0.2%. This compares to growth of 2.4% for all of last year and hopes that growth might accelerate to 3% this year. As was the case last year, the… Read more »