TREND MANAGEMENT, INC.

Overview

Trend Management, Inc. operates as a corporation focused on providing portfolio management services primarily for individual and family clients. The firm is structured to charge fees based on a percentage of assets under management (AUM) as well as fixed fees. While it does not classify itself as an ESG investor and is not a multi-state adviser, it has established a solid foundation in managing investments for its clientele. The firm does not engage in capital allocation or pension consulting, positioning itself primarily in the advisory realm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices