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Legal Documents

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

Photo Credits

Photos on the website were taken by our employees or are courtesy of one of the following photographers or websites:

  • Katherine McClooskey, Katherine McCloskey Photography, Dallas, Oregon
  • Theresa McKeegan, Theresa McKeegan Photography, McMinnville, Oregon
  • Meghann Street, Your Street Photography, Portland, Oregon
  • Gregory Dean Specht, Gregory Dean Photography, Salem, Oregon
  • Unsplash
  • Shutterstock

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.