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
John Borton	Scottsdale, AZ	31

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support