Broker Check

Our investment philosophy starts with our clients' needs in mind. Most are concerned about the changes in the value of their investments and the magnitude of those changes. We call this efficiency and inefficiency. Efficiency is the ability to do more with less; inefficiency – the exact opposite. 

MosaIQ Research - Headwater’s proprietary investment process – seeks to construct portfolios with behaviorally-efficient investments. The relationship between price movement and magnitude of movement, over short periods of time, infrequently behaves like its longer-term average. 

So the daily picture you see in the markets is not necessarily the true picture of what happening behind the scenes. Just as a Facebook photo may portray a smiling, happy family; it can obscure the hair-pulling, name-calling, and screaming it took to get everyone to smile at the same time.

This type of behavior creates opportunity for better returns and lower risk.

To learn more about our investment research, watch the video below.