Multi-generational families
and individuals
HeadInvest serves as an advocate for you and your family as we develop a comprehensive, integrated strategy for the management of your financial resources. Our goal is to work holistically, leading a collaborative team of your tax, estate, and insurance planning advisors in the development of a thoughtful plan that incorporates all your goals and objectives. With your team of experts, we solve for your family’s complex financial needs.
Our Planning Process creates a framework for you to make important life decisions, armed with a deep understanding of the potential financial impact of those decisions. We help you prioritize what’s most important to you. In addition to investment returns and cash flows, this often includes caring for the next generations, philanthropy, and reducing taxes.
The Investment Strategy we design for you will be fully informed by, and aligned with, your goals. Our primary focus is the growth of your portfolio and the preservation of your wealth. We are committed to providing you with the highest level of service, frequent communication, and full transparency.
Our services for individuals
and families include :
Investment Management
Financial Planning
Education Planning
Tax Planning
Retirement Planning
Charitable Giving
Estate Planning
Institutions
At HeadInvest, preservation of capital for clients has always been an important component of superior performance. When it comes to designing a portfolio to meet your goals, HeadInvest is focused on proper structuring to achieve objectives and limit downside risk.
Our unique Financial Planning process provides clients with the framework to make important decisions, armed with an understanding of the potential financial impact of those decisions. Our goal is to help add value through a holistic perspective with clients. Before we develop a portfolio, we seek to gain a thorough understanding of your financial situation and goals, including current and historical withdrawal rates.
We are a fiduciary and fee-only wealth advisor, which means we are focused on offering objective advice, not products. The financial industry is filled with individuals 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 acting in their best interest is the clearest path to long-term success and trusted relationships. Our goal is to provide the highest level of personal service, offering you objective and unbiased advice.
We serve the following institutional client types.
- Non-profits and industry associations
- Schools, endowments, and foundations
- Pensions and 401(k) plans
We take a comprehensive approach by establishing an objective-based framework to guide all investment decisions. Our services for institutions include:
- Investment policy statement development
- Investment Manager analysis and recommendation
- Tax minimization strategies
- Risk Management
- Asset allocation and spending policy analysis
- Trustee Education
- Liquidity Management
We serve the following
institutional client types
Non-profits and industry associations
Schools, endowments, and foundations
Pensions and 401(k) Plans
We take a comprehensive approach by establishing an objective-based framework to guide all investment decisions.
Our services for institutions include:
- Investment Policy Statement Development
- Investment Manager analysis and recommendation
- Tax Minimization Strategies
- Risk Management
- Asset Allocation and spending policy analysis
- Trustee Education
- Liquidity Management