Comprehensive Wealth Management
Solutions to Guide Your Journey
At HeadInvest, we provide highly customized service and solutions delivered by experienced financial professionals, each with more than two decades of experience. As a fiduciary advisor, we put your best interests first in all we do. We take a highly personalized approach as we guide you through every stage of your financial life.
Tell us about your journey
We take time to get to know you, so we can understand what’s happening in your life and what you envision for your future. You’re unique, and we pride ourselves on building partnerships tailored to our clients’ specific plans and goals.
Chart your course
Once we understand your current situation, goals for the future, and challenges you may face along the way, we begin developing a custom plan to help you realize your aspirations.
Navigate your course
Using your financial plan as a guide, we implement reliable solutions across your entire financial life to help you reach your highest potential.
The journey and beyond
Your life is constantly evolving, and so should your finances. We continually reassess and adjust your financial plan to ensure it still meets your ever-changing needs. We focus on all the details, so you can focus on reaping the rewards that financial security affords.
What Is Your Investment Philosophy?
Our philosophy is founded in historical perspective and market knowledge. We believe that discipline is the most effective path to investment success; rigorous processes of historical analysis drive our strategic and tactical decisions. This consistent application of financial analysis enables us to maintain discipline and eliminate emotional decision-making.
In the stock market, there is a close correlation between the value of a company and its ability to make its business grow. Market history clearly shows that overpricing and underpricing of security classes, sectors and individual issues are occurring continuously. By building diversified portfolios of attractively priced, financially strong companies, we provide a greater likelihood of investment success through market cycles. In bond market activities, we seek yield advantage over benchmark U.S. Treasury rates, considering many different risk factors in reaching our investment conclusions. Our efforts are applied equally to all managed accounts so that all clients receive equal treatment. Within target allocation guidelines, we actively manage our client portfolios to improve risk/return characteristics.
How will you communicate with me about my account(s)?
At the beginning of a new account relationship, often we find that it is helpful to meet more frequently, usually quarterly or semi-annually. Our goal is to ensure you understand and feel comfortable with our process.
In addition, you will receive monthly statements from the custodian and a quarterly portfolio appraisal and investment newsletter from us. We will also have occasional special mailings and emails on topics of interest. Most clients speak with us by telephone several times throughout the year. Clients are encouraged to contact us by email, fax, or telephone to ask questions or discuss any financial decision they are facing. We pride ourselves on being very accessible and responsive to your needs.