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Kelly C
Series 65
Springfield, MO
Trend Management, Inc.
Kelly Clift is a Series 65-licensed financial advisor with 19 years of industry experience. She has been with Trend Management, Inc. in Springfield, MO since 2007. Trend Management, Inc. provides discretionary portfolio management services for individuals, trusts, retirement accounts, and small business retirement plans, serving both high-net-worth and non-HNW clients. The firm employs a high-conviction investment approach focused on concentrated equity positions and tactical fixed income allocations, emphasizing fundamental research and tailored portfolios.
Brandon R
Series 65
Springfield, MO
Trend Management, Inc.
Brandon Robinson is a financial advisor at Trend Management, Inc. with 17 years of industry experience. He holds the Series 65 designation and has been associated with both Trend Management and Marshfield Family Clinic since 2008. Robinson is a part owner of a computer service and programming company, E Automation Systems LLC. Trend Management, Inc. provides discretionary portfolio management for individuals, trusts, retirement accounts, and small business retirement plans, serving both high-net-worth and non-HNW clients. The firm employs a high-conviction investment approach focused on concentrated equity positions combined with tactical fixed income and cash allocations based on economic analysis.
Mark B
Series 65
Springfield, MO
Trend Management, Inc.
Mark Brueggemann is a Series 65-licensed financial advisor with 12 years of industry experience, currently with Trend Management, Inc. in Springfield, MO. He has been associated with Trend Management since 1991, totaling 35 years with the firm. He serves on the board of directors of International Division Springfield Missouri, a nonprofit organization outside the finance industry. Trend Management, Inc. provides discretionary portfolio management for individuals, trusts, retirement accounts, and small business plans, serving both high-net-worth and non-HNW clients. The firm’s investment approach relies on fundamental research and concentrated equity positions combined with tactical fixed income and cash allocations, often resulting in portfolios that differ significantly from market indexes.
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