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“Just as the water of a river near its mouth, in its final form, is composed largely of many tributaries, so an idea, in its final form, is composed largely of later additions.”
Willey Ley – Science Writer

The MosaIQ Process

At Headwater Asset Management, our investment management and future planning processes, called MosaIQ, address three critical financial drivers for our clients.

Confidence that you can afford the Work-Optional or Retirement lifestyle you worked hard to attain

Tax-efficiently transfer your ideal legacy to the next generation

Pay it forward to others

MosaIQ Investment Process

MosaIQ Investment Process

MosaIQ embeds risk assessment into the investment selection process. Our process focuses on identifying ideas that reward our clients' portfolios for the risk taken.

Invest Efficiently
MosaIQ Future Planning Process

MosaIQ Future Planning Process

Retirement is as unique and individualistic as the the personalities behind it. Financial planning in reality is future planning. Whether its a Work-Optional Lifestyle or Full Retirement, our process will help put all the pieces together in one place.

Plan Efficiently
For Retirement Plan Sponsors

For Retirement Plan Sponsors

A successful corporate retirement plan has three key components that creates value for both the plan sponsor and its employees.

Learn the FORMULA

Words of Wisdom

Fear and faith cannot occupy the same space.

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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.