Our Management Style

Trend Management’s goal is to take the stress and worry out of investing your money. Our strategy is to systematically seek out good businesses and asset classes available at attractive prices.

We are the decision-makers. With most large firms, clients can’t talk to the actual portfolio manager about their investments. With Trend Management, we welcome it, even encourage it. We are easily accessible and happy to help in any way we can, we are always just a phone call away.

Being the decision makers allows us to personally tailor your portfolio to meet your needs. If your investment priority is more income for the retirement phase of life, or growth to help you achieve financial goals, we will structure your portfolio accordingly.

We feel like one of our strengths is in valuing different investment classes.  Our job is determining which asset classes you should own. For example, from time to time, you might own zero bonds, or may own quite a few of them. Our decisions are based on several different macro- and micro-economic statistics. They help us determine which asset class gives you the highest rate of return, over time.

We are long term investors, holding our positions an average of 7 years. We value our relationships with our clients and helping them meet their long-term goals.

Each quarter, we report on how your portfolio has performed, versus various indexes. You will know exactly what your returns are, and how they compare to others. You will also receive a clear statement showing all fees charged to the account. Our goal is to be as transparent and open as possible.