CRD: 133009
Headwater Investment CONSULTING,INC.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Radial
- Established Date
- 07-01-2004
- Office Locations
- 1
Office Locations
About Headwater Investment CONSULTING,INC.
Headwater Investment Consulting, Inc. is an Oregon-based RIA serving retail and institutional clients with asset allocation and portfolio construction, including fixed income and mutual fund portfolios and some ETF exposure. The firm is associated with Dimensional Fund Advisors strategies, uses Orion/Morningstar tools, and custodies through Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEVIN WILSON CHAMBERS
Managing Partner, President
- CRD
- #6269021
- Ownership
- 25% but less than 50%
THOMAS JAMES SHERWOOD
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #5821112
- Ownership
- 25% but less than 50%
Glacier element
Fusion frontier
- CRD
- #31594
- Ownership
- 39.4%
Showing 2 of 3 owners & executives
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Jessica Lynn Couser
--
- CRD
- #8032982
Matthew Jacob Dressel
Advisor
- CRD
- #7473076
Timber legacy
Matrix optima
- CRD
- #58377
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $523,571,000 | $360,835 |
| Non-Discretionary | $19,404,000 | $208,645 |
| Total | $542,975,000 | $351,668 |
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Separately Managed Accounts
Total SMA Asset: $542,975,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $455,608,651 | 23.7% |
| U.S. Government/Agency | $503,668,635 | 26.2% |
| Cash | $486,367,041 | 25.3% |
| Equity - Exchange | $476,755,044 | 24.8% |
| Total | $1,922,399,371 | 100.0% |