Headsail delivers a high level of personalized service to a select group of clients. Following several consultations between the portfolio manager and client, a detailed financial plan and an asset allocation strategy is developed and customized to meet the client’s specific objectives. The portfolio manager then builds a segregated, unique investment portfolio comprised of individual, high quality fixed income and equity securities. All fees are completely transparent, competitive, and never include additional performance fees. This comprehensive, client focused service model targets superior after-tax, after-fee returns.
