Company Information

Get to know headwaters investment counsel

Founded in 2004 and headquartered in Bozeman, Montana, Headwaters Investment Counsel, LLC is a 100% employee-owned and independent investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The firm is dedicated to providing disciplined, value-oriented investment management services. They focus on building customized investment portfolios tailored to the unique goals and risk tolerance of their clients, who primarily consist of high-net-worth individuals, trusts, foundations, and corporate retirement plans. Their core mission is to deliver long-term investment success through a transparent, fee-only compensation structure that aligns their interests with those of their clients.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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headwaters investment counsel

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.