Headinvest

HeadInvest, LLC is a Registered Investment Adviser established in 1989 and is 100% owned by C-DSK LLC. The firm is located in Portland, Maine, and offers discretionary and non-discretionary securities portfolio management services for various clients, including individuals, trusts, endowments, foundations, and retirement plans. They provide holistic financial advice, including financial planning services tailored to individual needs. The firm follows a three-step process for constructing customized portfolios, utilizing a Price/Value Analysis framework for security selection. Investment strategies include Core Growth, Dividend Value, and Custom Portfolio Services. HeadInvest charges an annual fee for portfolio management services up to 1.25%, with a minimum fee of $10,000 per year. The minimum account size is $1,000,000, but exceptions are considered on a case-by-case basis. The firm acts as a fiduciary, ensuring that clients' best interests are prioritized. HeadInvest does not charge performance-based fees and does not maintain custody of client assets. They recommend qualified custodians and brokers for asset custody and trading services. The firm reviews client accounts quarterly and provides detailed reports regularly. HeadInvest has adopted proxy voting policies and procedures to ensure votes are cast in the best interest of clients. The firm has no disciplinary history and maintains financial stability.