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.