MarketTrend Advisors, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MarketTrend Advisors primarily serves individual clients, including high-net-worth individuals, and also accepts small businesses, pensions, trusts and charitable organizations. It provides discretionary portfolio management across several named strategies and a tailored service for wealthier clients, typically implementing portfolios through exchange-traded funds, mutual funds and occasional individual securities.
The firm combines technical and fundamental analysis and uses market signals to identify intermediate market trends, offering tactical and trend-following strategies such as index/world, sector rotation, income-focused, and an active Turbo Trading approach tied to the Nasdaq 100. Portfolios commonly use ETFs and closed-end funds and, when authorized by the client, may employ inverse or leveraged ETFs, margin or options to express tactical views.
An uncommon feature is that MarketTrend Advisors is affiliated with an external investment research and publishing firm and incorporates model portfolios and research from that affiliation into its Multi‑Asset offering. The blend of that research relationship, a relatively small AUM base with a broad suite of proprietary strategies, and an explicitly described higher-frequency trading strategy sets the firm apart from typical small advisory practices.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.8% per annum (MTA Index, MTA World Index, MTA Sector strategies) $1,000,000+: 1.3% per annum (MTA Index, MTA World Index, MTA Sector strategies) $0 - $1,000,000: up to 2.5% per annum (MTA Turbo Trading, MTA All-Equity, MTA Equity-Income strategies) $1,000,000+: Negotiable, below 2.5% per annum (MTA Turbo Trading, MTA All-Equity, MTA Equity-Income strategies) $0 - $1,000,000: 1.0% per annum (MTA Income strategy) $1,000,000+: 0.75% per annum (MTA Income strategy) $0+: up to 3% per annum (MTA Personalized Portfolio)
Negotiated hourly rates available as client fee structures can vary
Account minimum: $1,000,000
Main office
Austin TX
Advisors at this office
2
Most active in
California · New York · Texas
Also doing business as
March Asset Management · Markettrend Advisors · Markettrend Advisors, Ltd. · Mta Capital, Ltd.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Garrett B
Series 65
Austin, TX
MarketTrend Advisors, Ltd.
Garrett Beauvais is a financial advisor at MarketTrend Advisors, Ltd. in Austin, TX, holding a Series 65 designation and with 20 years of industry experience. He has worked at MarketTrend Advisors since 2005 and concurrently served as an investment advisor at Lansing Investments, LLC from 2005 to 2023. MarketTrend Advisors primarily serves individual clients, including high-net-worth individuals, as well as small businesses, pensions, trusts, and charitable organizations. The firm employs discretionary portfolio management with a focus on technical and fundamental analysis to identify market trends, offering tactical and trend-following strategies that incorporate ETFs, mutual funds, and occasionally individual securities.
Don L
Series 65
Austin, TX
MarketTrend Advisors, Ltd.
Don Lansing is a financial advisor with MarketTrend Advisors, Ltd. in Austin, TX, holding a Series 65 designation and 22 years of industry experience. He has been with MarketTrend Advisors since 2004 and was managing partner of Lansing Investments, LLC for 20 years. MarketTrend Advisors primarily serves individual clients, including high-net-worth individuals, as well as small businesses, pensions, trusts, and charitable organizations. The firm combines technical and fundamental analysis to offer discretionary portfolio management through various tactical and trend-following strategies, commonly utilizing ETFs, mutual funds, and occasionally individual securities.
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.
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
© 2026 Warmer Holdings Inc. (“Warmer”)