Franklin Trend Investment Management, LLC

Franklin Trend Investment Management is an independent, state-registered advisory firm that provides discretionary and non-discretionary portfolio management and investment advice to individuals, high‑net‑worth clients, and corporate or other business clients. Services cover taxable and retirement accounts and include guidance on rollovers and coordination of investment assets across accounts.

The firm follows a long‑term, disciplined approach that builds broadly diversified portfolios using mutual funds, exchange‑traded funds, public and non‑public equities, and fixed income, applying fundamental research together with modern portfolio theory to individual Investment Policy Statements. Accounts are monitored on a regular schedule and reviewed with clients as needed to align holdings with stated objectives and risk tolerance.

A distinctive feature for a solo independent adviser, Franklin Trend also provides advisory services for employer‑sponsored retirement plans and accepts appointment as a 3(21) ERISA fiduciary, while retaining the option to use third‑party sub‑advisors for portions of client assets. The firm’s ability to select or change sub‑advisors under its discretionary authority and its explicit rollover process that treats such recommendations as fiduciary advice are notable operational aspects for a firm of this size.