TRENDCALC DYNAMICS

Overview

Trendcalc Dynamics is an independent registered investment adviser operating as a limited liability company that focuses on serving individuals and families. The firm acts as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its investment approach is equity-tilted, relying heavily on exchange-traded instruments for core portfolio exposure while layering in third‑party alternative managers where appropriate. The firm offers flexible billing — percentage of AUM alongside hourly and fixed-fee arrangements — which supports both ongoing asset management and project-based planning work. Trendcalc Dynamics is not positioned as an ESG-focused manager and operates under a single-state adviser registration profile. Its practice shows a pragmatic emphasis on liquid, tradable equity exposures supported by selective allocations to illiquid or specialty strategies through outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices