Investment Trends Capital Group LLC

Overview

Investment Trends Capital Group LLC is an independent, individual‑owned registered investment adviser that focuses on fee‑based portfolio management for individuals, families and small businesses. The firm charges a percentage of assets under management and provides discretionary portfolio management rather than operating as a capital allocator or pension consultant. The adviser does not identify as an active ESG investor and the available data does not indicate multi‑state registration or related adviser relationships. Advisory activity centers on managing client portfolios on a discretionary basis. The business appears oriented toward traditional wealth management rather than institutional consulting or third‑party fund distribution.

Assets & Accounts

Investments & Alternatives