Trainor Consulting

Trainor Consulting provides investment management primarily for individual and joint accounts and also offers tax preparation services for individuals, partnerships and small businesses. The firm manages client portfolios on a non-discretionary basis, providing written recommendations and quarterly reports rather than executing trades without client approval.

The firm’s investment approach centers on disciplined active management driven by fundamental research of individual companies, with portfolios constructed from common stocks, mutual funds and ETFs and rebalanced on a set schedule for a long-term horizon. Trainor Consulting does not engage in short-selling or market timing and aims to balance sector, size and geographic exposures while encouraging clients to follow the firm’s long-term research-driven models.

Noteworthy features include the combination of advisory work with an hourly tax-preparation practice—Trainor Consulting prepares roughly 20 federal and state returns each year—which the brochure identifies and discloses as a potential source of additional revenue. The firm operates as a sole proprietor with modest assets under management, does not custody client funds or participate in wrap/soft-dollar arrangements, and maintains a detailed Code of Ethics with controls such as a do‑not‑trade list and pre-approval requirements for certain personal trades.