# Head Investment Partners
Source: https://planprovider.pro/provider/head-investment-partners

> Risk-focused investment management is the organizing theme at Head Investment Partners in Knoxville, in the heart of East Tennessee. The firm is a registered…

Retirement Plan Advisor

Knoxville, TN

## About Head Investment Partners

<p>Risk-focused investment management is the organizing theme at Head Investment Partners in Knoxville, in the heart of East Tennessee. The firm is a registered investment advisor that works with retirement plan sponsors and individual investors through its wealth management practice.</p>

<p>The team brings more than 100 years of collective experience and builds portfolios around each client’s risk tolerance and financial goals. Plan sponsors hire the firm for plan design support and fiduciary services as a <a href="/plan-advisors">plan advisor</a>, including 3(21) co-fiduciary guidance and 3(38) discretionary investment management.</p>

<p>Head Investment Partners also provides participant advice and financial planning, including retirement planning and allocation strategy work. A key differentiator is the firm’s emphasis on aligning plan and personal planning decisions with a clear, risk-based process that is consistent across sponsor and participant needs.</p>

<p>Securities are offered through Osaic Wealth, Inc. The firm is headquartered in Knoxville, serving employers and families across the Knoxville metro and surrounding East Tennessee communities.</p>

<ul>
<li>Retirement plan consulting and plan design</li>
<li>3(21) fiduciary investment advice for sponsors</li>
<li>3(38) discretionary investment management</li>
<li>Participant advice and education support</li>
<li>Wealth management and financial planning</li>
</ul>

Website: [https://headinvestmentpartners.com](https://headinvestmentpartners.com)

## Office Locations

- Knoxville, TN (Headquarters)

- SUITE A • KNOXVILLE, TN

## Services Offered

- Plan Design Consulting

- Participant Investment Advice

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Team Members

- **Daniel Head**, MANAGING DIRECTOR, SENIOR PORTFOLIO MANAGER

- **Carleen Head**, VICE PRESIDENT, OPERATIONS & MARKETING

- **Jonathan Hayes**, LEAD ANALYST | PORTFOLIO MANAGER

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- [Abound Wealth Management, LLC](https://planprovider.pro/provider/abound-wealth-management-llc) - Franklin, TN

- [Creekside Capital, Inc.](https://planprovider.pro/provider/creekside-capital-inc) - Knoxville, TN

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