Advisor at Headwater Investment Consulting,Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Headwater Investment Consulting,Inc.
Location
Mcminnville, OR 97128
Credentials
Series 65
Industry experience
3 years
Janet Sasaki is a financial advisor at Headwater Investment Consulting, Inc. with three years of industry experience. She holds the Series 65 designation and previously worked at Linfield College for 17 years. Outside of finance, she has been involved with R. Stuart Winery since 2019. Headwater Investment Consulting provides fee-only investment management and financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a globally diversified investment approach combined with a top-down macroeconomic framework and primarily uses mutual funds and ETFs to construct portfolios.
Based on Headwater Investment Consulting,Inc.
0.75% annually (negotiable)
Fee-only: Fee-only investment advisory firm paid on a percentage of client assets managed
408 Se 1 St St.
Mcminnville, OR 97128
Oregon · Texas
Headwater Investment Consulting, Inc.
2024 - Present (2 years)
Headwater Investment Consulting, Inc.
2023 - Present (3 years)
R. Stuart Winery
2019 - Present (7 years)
Headwater Investment Consulting, Inc.
2019 - 2022 (3 years)
Linfield College
2002 - 2019 (17 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Newberg, OR
EISRC
Series 63, Series 66
Newberg, OR
BMA Advisors, LLC
Series 66
Mcminnville, OR
Headwater Investment Consulting,Inc.
Series 65
Mcminnville, OR
Headwater Investment Consulting,Inc.
Series 65
Mcminnville, OR
Headwater Investment Consulting,Inc.
Series 65
Mcminnville, OR
Headwater Investment Consulting,Inc.
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