TRENDSCAST FINANCIAL LLC

Overview

Trendscast Financial LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves both individual & family clients and institutional relationships, and lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. Its stated fee models include a percentage of assets under management, hourly charges and fixed fees, which aligns with a hybrid advisory model that can accommodate either ongoing wealth management or project-based planning engagements. Investment activity centers on public mutual funds as the core building block of client portfolios, supplemented by third‑party alternative managers for select hedge fund and real estate exposures. The firm does not identify as an active ESG investor and reports using external managers rather than operating its own alternative fund platform. Given the mix of discretionary and nondiscretionary mandates and the use of annuities, Trendscast Financial appears positioned to serve mass-affluent households seeking delegated portfolio management as well as clients preferring advisory oversight with specific product recommendations.

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