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 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 »
The outcome of the US Presidential election may not have large economic consequences, as the behavior of markets and economies is simply influenced by too many factors. But the election hints at a potential sea change in the underlying political economy, in particular regarding free trade and globalization. In addition, both candidates have expressed support… Read more »
The US stock market has not done much but fluctuate since the end of 2014. At this writing, broad stock market averages are within hailing distance of their all-time highs, but are still only a smidgeon above their levels at the end of 2014. Following the market low in March, 2009, a wave of increasing… Read more »