Disclosures

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 or call our office at 503-565-2100.

Legal Documents

Privacy Policy
Form ADV Part 2A – Headwater Investment Consulting, Inc.
Form ADV Part 2B – Tommy Sherwood
Form ADV Part 2B – Kevin Chambers
Form ADV Part 2B - Matt Dressel
Form ADV Part 2B - Janet Sasaki
Form ADV Part 2B - Jess Couser
Form CRS (Client Relationship Summary) – ADV Part 3

Check the background of this firm and its investment professionals in the SEC’s Investment Advisor database.

Legal Disclaimer

Opinions and views expressed on this website are solely those of the author and are subject to change based on market and other conditions. These materials, including the mention of individual securities and mutual funds, are provided for informational purposes only and should not be used or construed as a recommendation or solicitation to buy or sell any security, fund or sector. Neither Headwater Investment Consulting, Inc. nor any of its data or content providers (such as Morningstar and Dimensional Fund Advisors) shall be liable for any errors in the content, or for any actions taken in reliance thereon. All data provided by Headwater Investment Consulting, Inc. is based solely upon research information provided by third parties. Headwater Investment Consulting, Inc. has not reviewed, and in no way endorses the validity of such data. Headwater Investment Consulting, Inc. shall not be liable for any actions taken in reliance thereon. Past performance is no guarantee of future results. As with all investment decisions, please do your own due diligence.