Headwaters photo by Dead Tree Photography

Successful investing is all about making consistent decisions based on hard facts, such as dividends and their long history of growth, sound logic and a little common sense, rather than on hopes dreams and emotions

Working closely with every client we create personalized investment portfolios that are in line with their tolerance for risk, immediate lifestyle needs and long-term goals. Each Headwaters portfolio will contain between 30-40 high quality companies.

Every company we purchase must adhere to number of criteria for selection:

  • Pay dividends to shareholders.
  • Have paid dividends for at least 10 year.
  • Have a history of increasing dividends every year for 10 years.
  • Be acquired at the highest dividend yield in the past 10 years.
  • Be financially strong and able to continue those annual dividend increases.

These companies will come from all industry sectors, domestic and international, and will range in size from small and midcap to large cap.

Our clients understand that investing successfully is not about beating the market every single quarter, and that active trading is unnecessary and is in fact counterproductive. Successful investing is all about making consistent decisions based on hard facts, such as dividends and their long history of growth, sound logic and a little common sense, rather than on hopes dreams and emotions. Harnessing the full power of compounding adds horsepower and accelerates the process