Headinvest
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$810,342,995
Clients
423
Advisors
7
of 13 employees
About
HeadInvest provides discretionary and occasional non‑discretionary portfolio management and financial planning services for individuals, trusts, endowments, foundations, charitable organizations, government entities, corporations and retirement plans; the brochure reports $891,849,255 in discretionary assets under management as of December 31, 2025 across 445 relationships. The firm also offers integrated advice on insurance, estate and retirement planning and coordinates with other client advisors when appropriate.
The firm follows a disciplined Price/Value Analysis for security selection, applying quantitative screens (for example, generally excluding companies with debt greater than half of invested capital or market capitalizations under $750 million) and constructing customized asset allocations across equities, fixed income, ETFs and certain alternative assets. Portfolios are typically managed on a discretionary basis using three principal equity approaches (Core Growth, Dividend Value, and Custom Portfolio Services), with tax-aware implementation for taxable accounts and the ability to manage held‑away retirement accounts through a third‑party platform.
Distinctive aspects noted in the brochure include serving government entities — a client type that is uncommon for many similar team firms — and an emphasis on detailed client reporting (quarterly statements and annual transaction summaries) alongside the firm’s practice of advertising performance results in its materials, which is relatively rare among peers. The brochure also highlights operational features that may matter to institutional or plan clients, such as direct trading access to employee plans and formal proxy‑voting procedures supported by third‑party research.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees typically range from $3,000 to $5,000
Hourly fees may be charged for financial planning services (specific rates not stated)
Account minimum: $1,000,000 Minimum fee: $10,000 per year minimum fee
Main office
7 Custom House St, 4th Floor
Portland ME 04101-4194
Advisors at this office
7
Most active in
California · Connecticut · Florida · Louisiana · Maine · Massachusetts · New Hampshire · New York · North Carolina · Pennsylvania · Texas
Also doing business as
Androscoggin Savings Bank · Head And Associates · Head And Associates, LLC · Headinvest · Headinvest, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kenneth B
Series 63, Series 65
Portland, ME
Headinvest
Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.
Stephen R
Series 63, Series 65
Portland, ME
Headinvest
Stephen Reeves is a financial advisor at Headinvest with 10 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Compass Distributors, Foreside Fund Services, Valic Financial Advisors, Mass Mutual Investors Services, Truist Investment Services, Merrill, and Morgan Stanley. Headinvest manages discretionary and occasional non-discretionary portfolios for a diverse client base including individuals, trusts, endowments, foundations, government entities, and corporations. The firm employs a disciplined Price/Value Analysis for security selection and offers customized asset allocation across equities, fixed income, ETFs, and certain alternative assets.
Benjamin C
Series 63, Series 66
Portland, ME
Headinvest
Benjamin Clark is a financial advisor with HeadInvest in Portland, ME, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He worked at UBS Financial Services for 11 years before joining HeadInvest in 2018. Outside of his advisory role, Clark is a partner in a commercial real estate ownership LLC. HeadInvest provides discretionary and occasional non-discretionary portfolio management and financial planning services to a diverse client base, including individuals, trusts, endowments, foundations, government entities, corporations, and retirement plans. The firm employs a disciplined Price/Value Analysis approach for security selection and offers integrated advice on insurance, estate, and retirement planning.
Odette T
Series 63, Series 66
Portland, ME
Headinvest
Odette Thurston is a financial advisor at HeadInvest with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Cribstone Capital Management and Purshe Kaplan Sterling Investments. Thurston serves as a trustee for the Maine Island Trail Association and participates on finance committees for the Maine Appalachian Trail Land Trust and the Maine Health Access Foundation. HeadInvest serves a diverse range of individual and institutional clients, offering discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach that customizes portfolios using proprietary equity screening and combines fixed-income selection with low-cost ETFs, while also managing held-away accounts through third-party platforms.
Matthew C
Series 63, Series 66
Portland, ME
Headinvest
Matthew Civello is a financial advisor at HeadInvest with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Cambridge Investment Research. HeadInvest serves a diverse client base, including individuals, trusts, endowments, foundations, and government entities. The firm employs a holistic, asset-allocation driven investment process that combines fixed-income selection with low-cost ETFs and emphasizes tax efficiency and customized portfolio management.
Donna M
Series 63, Series 65
Portland, ME
Headinvest
Donna Mcconnell is a financial advisor at HeadInvest with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with HeadInvest since 2006. HeadInvest serves a diverse client base that includes individuals, trusts, endowments, foundations, corporations, retirement plans, and government entities. The firm employs a holistic, asset-allocation driven investment process that combines individual fixed-income selection with low-cost ETFs and emphasizes tax efficiency in taxable accounts.
Robert W
Series 63, Series 65
Portland, ME
Headinvest
Robert Whitehead is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with HeadInvest since 2006, working as part of an eight-advisor team. HeadInvest serves a diverse range of individual and institutional clients, including trusts, endowments, foundations, and government entities. The firm uses a holistic, asset-allocation driven approach that customizes portfolios through a three-step construction method and employs computer-assisted Price/Value Analysis for equity screening.
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