Our Fiduciary Responsibility
As an independent advisor, Headwater Investments is a fiduciary to our clients. We have a fundamental obligation to act in our clients’ best interests at all times, placing their interests above those of the firm.
Headwater Investments takes our fiduciary responsibility very seriously, and we serve our clients with integrity and the utmost good faith. Headwater Investments provides full disclosure of all material information and we take care to avoid any and all conflicts of interest.
Our firm does not accept commissions or soft dollars from any outside financial product or firm. Since 100% of our compensation is derived from our clients, our recommendations and management strategies are unbiased and in the client’s best interests.