Headwater Investment Consulting is a registered investment advisor, located in McMinnville, Oregon. We offer investment counseling and investment management to individuals, families, endowments, and foundations. We are independent advisors who serve our clients with intelligence, honesty, and integrity. We receive no commissions or soft dollars from any outside financial product or firm. All of our compensation comes from our clients. Therefore, we work for you.
 Headwater constructs globally diversified portfolios using asset allocation – the process of spreading wealth across multiple investment classes. By combining multiple assets classes, we tailor portfolios to each client's unique situation.
Headwater Investment Consulting seeks to build long-term relationships while providing investors with the knowledge, integrity, and discipline necessary to secure their financial future. |
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Second Quarter Review
Take a look at why a global binge on debt is affecting the US economy. Choose the link below to view the 1st Quarter 2008 Newsletter.
 June, 30, 2008 – "Imbalances & Inflation"
(PDF requires Adobe Reader.)
Please visit the Headwater Archive to view our latest presentations, newsletters and investment articles.
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