
Ted R. Larson, CFP®, CRPS®
Our investment philosophy at The Headwaters Group is to provide personalized, strategic guidance, tailored to your unique financial goals.
We leverage Morgan Stanley's global resources, cutting-edge technology, and industry leading market insight to deliver innovative solutions for you and your family.
Our practice in addition to mastering the tools Morgan Stanley has to offer also directly manages two proprietary portfolios, Core Dividends® and Core Appreciation.
The portfolio is managed under the belief that high dividend yields matter but high dividend growth rates matter more
• The portfolio seeks to invest in globally dominate companies that have demonstrated the ability and intention of paying consistent, rising dividends to attempt to provide a continually increasing income stream to counteract the impact of inflation.
• The CORE DIVIDENDS® portfolio may be appropriate for investors who might be worried they are running out of time to position themselves for financially secure retirement
• For Investors in accumulation mode, this core portfolio's goal of compounding dividend growth may help build meaningful long-term wealth
The primary objective of the CORE APPRECIATION portfolio is to grow wealth in a concentrated portfolio of companies that demonstrate efficient use of capital and resources.
The portfolio aims to buy high quality stocks from broad economic sectors for appreciation over the calendar year.
CORE APPRECIATION can be appropriate for investors willing to tolerate fluctuations in a concentrated growth portfolio over the one year holding period. The unique investment style of CORE APPRECIATION should complement broadly diversified investment accounts.
The Strategy's primary objective is capital appreciation, income is a secondary objective.
At The Headwaters Group we know firsthand that a career in sports and entertainment industry comes with unique benefits and challenges.
Our goals is to help you navigate your unique lifestyle and strive to ensure your future doesn't become another statistic. Much like sports, you need to build the right team to help put you in a favorable position for the future.
During my time as a college and professional athlete I witnessed and learned firsthand the financial ruin that thousands of professional athletes face when they don't have the support network in place.
Who do you let on your bus?
Roughly 78% of all career athletes either go bankrupt or face some severe financial stress within three years of ending their playing careers.
Understanding your SUPER power of Saying No!
The work you put into your unique athletic career should not be wasted the moment you step off the field.
The superstars in the industry are not only just on the field. The profession staff and coaches that work every day to make sure the games we love to watch are possible also face the same financial risks of those on the field.
We make it a priority in our practice to help those within the industry we love simplify their financial needs, whether it be a transition between one organization to another or unexpected financial trouble.
Our goal is to make sure your focusing on what you do best, supporting your players and providing the players of the games we love with the support they need.
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