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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.
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