Trend Management, Inc.

Overview

Trend Management, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm provides portfolio management primarily for individuals, small businesses and also serves some institutional clients. Its billing mixes asset‑based fees and fixed fees rather than performance‑based compensation. Trend Management does not identify as an active ESG investor and the firm is not described as a multi‑state or newly formed adviser. It does not function as a capital allocator or pension consultant and is not listed as a related adviser to another entity.

Assets & Accounts

Public Holdings

Investments & Alternatives