A complete list of active advisors currently associated with Investment Trends Capital Group LLC
Warmer can help you find a great advisor at Investment Trends Capital Group LLC or one who fits your needs even better.
Investment Trends Capital Group LLC, founded in 2023, provides discretionary asset management to a range of clients including individuals, high-net-worth clients, trusts, foundations, LLCs, corporations and other private entities. The firm documents each client’s investment goals, time horizon and risk tolerance and implements asset allocation, security selection and ongoing portfolio monitoring under discretionary authority while permitting client-imposed investment restrictions. The firm’s investment process draws on macroeconomic, fundamental, technical, charting and cyclical analysis to build portfolios tailored to client objectives and risk profiles. Accounts are reviewed at least quarterly and more frequently when market conditions or client circumstances warrant, with rebalancing considered as part of ongoing monitoring. Distinctive elements disclosed in the brochure include a required custodial relationship with a particular broker-dealer (Charles Schwab) and acknowledgement that the firm may receive research or other soft-dollar benefits from custodians, which it addresses through a Code of Ethics and trade-review practices. The firm does not vote client proxies (clients receive and vote their own) and the chief compliance officer performs periodic reviews of client accounts and affiliated-person trading; no disciplinary history is reported.
To learn more about the advisors currently working at Investment Trends Capital Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Scottsdale, AZ
| 31
|
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