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.
There is nothing like a quick, sharp stock market correction to spark both bland reassurances that all is well and dire warnings of a coming collapse. The truth is, no one knows what direction the market is going to take in the next few weeks or months. Nor does a sound long-term investment policy require such clairvoyance. Fundamentally, capitalism provides a framework for millions of people to seek to create wealth....Read more »
When the stock market took off after Donald Trump’s election, the popular commentary was that his administration’s likely policies were a goody bag for US businesses. Tax reform, de-regulation and fiscal stimulus were commonly cited as explanation for the market’s move. Stocks of companies that stood to benefit the most from these policies advanced the most, including...Read more »
THE TRUMP TRADE By the time you read this, the Trump administration will have been in power for some weeks. Prior to the inauguration, stock markets rallied in expectation of lower taxes, less regulation, higher defense spending, a possible fiscal stimulus program and, in the case of financial companies, the higher interest rates that all...Read more »