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Fidelity Investments ("Fidelity") an independent company unaffiliated with Headwater Investment Consulting ("Headwater"). Fidelity is a service provider to Headwater. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC  1009833.1.0

Headwater Investment Consulting respects your privacy and personal information. We never provide your personal information to third parties, and never abuse the privilege you have given us to send you our Investment News. If you have any questions or concerns, please contact us at or call our office at 503-565-2100.