A complete list of active advisors currently associated with MetaTrends LLC

Warmer can help you find a great advisor at MetaTrends LLC or one who fits your needs even better.

Metatrends LLC provides discretionary investment supervisory and wealth management services to individuals, corporate pension and profit-sharing plans, trusts, and estates. The firm manages client portfolios on a discretionary basis and bills for services on an assets-under-management basis, applying its account consolidation practices and stated account minimums when considering new engagements. The firm’s investment approach is centered on a trend-based system that combines fundamental and technical analysis to identify market direction and allocate across sectors, using daily, weekly and monthly charts to define entry and exit points and to weigh capitalization and equity style. Metatrends’ process also contemplates systematic versus unsystematic risk and may incorporate options for hedging or speculative purposes, with suitability and objectives reviewed and adjusted over time. Notably, the adviser conducts broker-dealer clearing arrangements through StoneX and is licensed to receive mutual fund 12b-1 fees and trails and other commission-type payments, a relationship that the brochure discloses as a potential source of additional conflicts to manage. The firm also documents written authorization for fee deductions, maintains collected advisory fees in a business savings account pending transfer or refund, and uses solicitor agreements that pay finder’s fees for client referrals.

To learn more about the advisors currently working at MetaTrends 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.