Insights

Niche Client Focus Headwater Investment Consulting specializes in personalized investment management for individuals, families, endowments, and foundations, presenting an opportunity to offer tailored financial products and services aligned with their client base.

Regional Presence Located in McMinnville, Oregon, the company’s regional focus may offer opportunities to provide localized financial solutions, community engagement, and regional marketing strategies to deepen client relationships.

Technology Utilization With a tech stack including AWS, jQuery, and modern security protocols, the firm maintains a digital infrastructure that is open to innovative financial technology integrations and cybersecurity enhancements to improve client experience.

Growth Potential Revenues between one and ten million dollars suggest room for scaling services or expanding marketing efforts to attract higher-net-worth clients and institutional investors looking for bespoke financial advice.

Competitive Landscape Positioned alongside mid-sized firms like Cambridge Associates and StepStone Group, there are opportunities to differentiate through specialized services, personalized client engagement, and leveraging technological efficiencies to gain a competitive edge.

Similar companies to Headwater Investment Consulting Inc

Headwater Investment Consulting Inc Tech Stack

Headwater Investment Consulting Inc uses 8 technology products and services including Amazon Web Services, Google Hosted Libraries, Moment.js, and more. Explore Headwater Investment Consulting Inc's tech stack below.

Amazon Web Services
Cloud Hosting
Google Hosted Libraries
Content Delivery Network
Moment.js
Javascript Libraries
Modernizr
Javascript Libraries
jQuery
Javascript Libraries
Underscore.js
Javascript Libraries
reCAPTCHA
Security
HSTS
Security

Media & News

Headwater Investment Consulting Inc's Email Address Formats

Headwater Investment Consulting Inc uses at least 1 format(s):

Headwater Investment Consulting Inc Email Formats	Example	Percentage
First.Last@headwater-ic.com	John.Doe@headwater-ic.com	36%
First@headwater-ic.com	John@headwater-ic.com	14%
First.Last@headwater-ic.com	John.Doe@headwater-ic.com	36%
First@headwater-ic.com	John@headwater-ic.com	14%

Frequently Asked Questions

What is Headwater Investment Consulting Inc's official website and social media links?

Headwater Investment Consulting Inc's official website is headwater-ic.com and has social profiles on LinkedIn.

What is Headwater Investment Consulting Inc's SIC code NAICS code?

Headwater Investment Consulting Inc's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Headwater Investment Consulting Inc have currently?

As of December 2025, Headwater Investment Consulting Inc has approximately 6 employees across 2 continents, including North AmericaOceania. Key team members include Managing Partner And President: K. C.Portfolio Manager: A. G.Client Relationship Associate: J. S.. Explore Headwater Investment Consulting Inc's employee directory with LeadIQ.

What industry does Headwater Investment Consulting Inc belong to?

Headwater Investment Consulting Inc operates in the Financial Services industry.

What technology does Headwater Investment Consulting Inc use?

Headwater Investment Consulting Inc's tech stack includes Amazon Web ServicesGoogle Hosted LibrariesMoment.jsModernizrjQueryUnderscore.jsreCAPTCHAHSTS.

What is Headwater Investment Consulting Inc's email format?

Headwater Investment Consulting Inc's email format typically follows the pattern of First.Last@headwater-ic.com. Find more Headwater Investment Consulting Inc email formats with LeadIQ.

When was Headwater Investment Consulting Inc founded?

Headwater Investment Consulting Inc was founded in 2004.

Headwater Investment Consulting Inc

Q: What technology does Headwater Investment Consulting Inc use?

Headwater Investment Consulting Inc's tech stack includes ZURB Foundation, AddToAny, Moment.js, X-XSS-Protection, Google Tag Manager.

Financial ServicesOregon, United States2-10 Employees

Just as the headwater is the source or beginning of the water for a river, Headwater Investment Consulting is your source for planning your financial future.  Your investment portfolio received personalized attention from our team of highly accessible, knowledgeable investment advisors and staff.

Let us guide you through the changing financial needs of your family, your business, and your retirement.

Headwater Investment Consulting is a Registered Investment Advisor located in McMinnville, Oregon. We offer investment management to individuals, families, endowments, and foundations.

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Accepting recommendations and endorsements is discouraged by our regulator, the SEC.  We do not accept them as a matter of policy.  Headwater Investment Consulting is not responsible for nor does Headwater Investment Consulting condone any comments by third parties on our behalf.