Trend Management, Inc. logo

Trend Management, Inc.

Updated today

Client assets under management

$82,000,000

Clients

160

25% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

53

Typical

Average account size

$512,500

About

Trend Management, Inc. advises individuals (including high-net-worth and non‑HNW clients), trusts, retirement accounts and small-business 401(k) trusts, managing roughly $83 million across about 160 client accounts. The firm provides discretionary portfolio management in stocks, bonds, mutual funds, ETFs and money market instruments and can tailor accounts for income needs or to exclude certain industries at a client’s request.

Investment decisions are research-driven, drawing on company filings (10‑K/10‑Q) and economic data, and the firm typically runs a concentrated equity approach—aiming to hold around 20 stocks (often 15 or fewer) rather than broad diversification. Trend Management says it will hold cash until attractively priced, understandable opportunities arise and acknowledges that portfolios may materially diverge from market indexes and experience sizable short‑term drawdowns as part of its long‑term strategy.

Noteworthy operational points include a small advisory team managing client accounts on a discretionary basis, an expectation that clients use the firm’s recommended custodian for efficiency, and a policy of not voting proxies for client securities (clients retain voting authority). The firm also discloses it does not accept performance‑based or sales‑based compensation, provides monthly account reviews and quarterly written reports with its market views, and explicitly warns clients about the potential for declines exceeding 20% over multi‑year periods.

Client services

Portfolio management

Expertise

Concentrated stock management

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Fee options

Fixed

Flat-rate fees grandfathered for some clients but not offered to new clients

Percentage

1.25% annually, billed quarterly at 0.3125% per quarter, prepaid for the following quarter; fees on accounts over $500,000 negotiable

Other

Account minimum: $30,000 recommended for optimum performance, but no minimum required to open or maintain an account

Main office location

Trend Management, Inc.

3039 S Fort Ave,, Unit D

Springfield MO 65807, United States

Number of offices

1

Most active in

Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kelly C

Series 65

Springfield, MO

Trend Management, Inc.

Kelly Clift is a financial advisor at Trend Management, Inc. in Springfield, MO, holding a Series 65 designation with 18 years of industry experience. He has been with Trend Management since 2007. Trend Management, Inc. advises individuals, trusts, retirement accounts, and small-business 401(k) trusts, managing approximately $83 million across about 160 client accounts. The firm employs a research-driven, concentrated equity approach with discretionary portfolio management in stocks, bonds, mutual funds, ETFs, and money market instruments.

Concentrated stock management
user avatar

Brandon R

Series 65

Springfield, MO

Trend Management, Inc.

Brandon Robinson is a financial advisor at Trend Management, Inc. with 16 years of industry experience. He holds a Series 65 credential and has been associated with Trend Management and Marshfield Family Clinic since 2008. Outside of advising, he is a part owner of a computer service and programming company, E Automation Systems LLC. Trend Management, Inc. serves individuals, trusts, retirement accounts, and small-business 401(k) trusts, managing approximately $83 million across 160 client accounts. The firm uses a research-driven, concentrated equity approach with discretionary portfolio management tailored to client needs.

Concentrated stock management
user avatar

Mark B

Series 65

Springfield, MO

Trend Management, Inc.

Mark Brueggemann is a Series 65-licensed advisor with Trend Management, Inc. in Springfield, MO, bringing 12 years of industry experience. He has been with Trend Management since 1991 and serves on the board of directors of International Division Springfield Missouri, an organization unrelated to finance. Trend Management, Inc. advises individuals, trusts, retirement accounts, and small-business 401(k) trusts, managing approximately $83 million across around 160 client accounts. The firm employs a research-driven, concentrated equity approach, focusing on discretionary portfolio management in stocks, bonds, mutual funds, ETFs, and money market instruments tailored to client preferences.

Concentrated stock management
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