At HeadInvest, preservation of capital for clients has always been an important component of “superior performance.” When it comes to planning and designing a portfolio to meet each client’s needs and goals, HeadInvest is focused on properly structuring a client’s portfolio to achieve the 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 holisitic perspective with clients — before we develop a portfolio, we seek to gain a thorough understanding of each client’s financial situation and goals, including current and historical withdrawal rates.
HeadInvest is an independent Registered Investment Advisor firm was founded 25 years ago. We serve over 30 institutions. Our partners all individually have over 20 years of expertise coming from different areas of the industry, including investment management, institutional equity research, financial counseling, and philanthropic planning.
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 to provide the highest level of personal service, offering clients objective and unbiased advice.
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