Chief Perspective, Creativity and Integrity Officer
Bill Heestand, AIF® is the chief perspective, creativity and integrity officer at Heestand Co., a Portland, Ore.-based retirement services and fiduciary advisor at Heestand Co.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any reader.
Securities and advisory services offered through LPL Financial, member FINRA/SIPC and a registered investment advisor. Investment advice may also be offered through Financial Advocates Advisory Services, a registered investment advisor, DBA Heestand Company and a separate entity from LPL Financial.
For a list of states in which we are registered to do business, please visit www.heestand.com.
About That DOL Fiduciary Survey ...
By Bill Heestand | June 10, 2014
Risk Management: Your Client’s 401(k) Plan and the F-Word
By Bill Heestand | May 30, 2014
LPL's white paper, Success Without Limits, will help you understand the various options and considerations for choosing the right partner.
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Our research shows that two screens have helped achieve better outcomes - low expenses and high manager ownership. Funds sharing these two characteristics have tended...
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In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.
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Join ThinkAdvisor & Well Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.
Jun 09, 2015
Join ThinkAdvisor for this live, interactive webcast and hear from the winners of the 2015 SMA Mangers of the Year on impact investing strategies and...