Managing a complex investment portfolio in not something most people can do at home or on a part-time basis. Throw in the realities of human emotion and you can be sure to make mistakes.
Unlike many advisors, at Headlands Group we do not mess around with the myriad of investment products and services out there. We do one thing and we do it exceptionally well. We manage a portfolio with a 15-year track record of successful wealth creation using the same proprietary process.
We start by asking you a series of qualifying questions to determine if there is a good fit for a partnership between us. Then we invite you to the office and take you through a series of scenarios. This will educate you on what to expect in the long and short-term in this journey to build wealth. Our proprietary process makes the decisions human beings cannot make in the face of market movement. We help you by taking the tough actions that create value over the long-term.
We are money managers in the truest sense of the word. Financial planning is part of our process and we work with professionals dedicated to the areas you need, so we stay focused on creating value in your portfolio.