Headinvest

HeadInvest is an independent registered investment advisory firm that helps individuals, families, and institutions build, manage, and preserve their financial resources. Founded in 1989 by Donald L. Head, the firm works as a fiduciary, fee-only advisor and builds diversified portfolios along with financial plans covering areas such as financial planning and investment management.

The firm works with clients on a discretionary basis, and clients are encouraged to call or email with questions about any decision. Clients typically meet quarterly or semi-annually at first and receive monthly custodian statements and a quarterly portfolio appraisal. The office is at 7 Custom House Street in downtown Portland, Maine, with validated parking at the Custom House Garage nearby.