Headwater Investment Consulting,inc.

Headwater Investment Consulting is an independent registered investment advisor located in McMinnville, Oregon, that has been in business since 2004. Headwater Investment Consulting manages investment portfolios for individuals, businesses, trusts, estates, and charitable organizations. The firm focuses on building broadly diversified portfolios using mutual funds, exchange-traded funds, and individual securities tailored to each client's specific risk tolerance, time horizon, and goals. Headwater Investment Consulting follows a disciplined, long-term investment strategy combining global macroeconomic analysis with systematic asset allocation and ongoing portfolio monitoring. The firm operates on a fee-only basis, meaning they are compensated exclusively through direct management fees paid by clients and do not accept commissions or referral fees for selling financial products.