A complete list of active advisors currently associated with Trend Management, Inc.

Warmer can help you find a great advisor at Trend Management, Inc. or one who fits your needs even better.

Trend Management, Inc. provides discretionary portfolio management for individuals, joint tenants, trusts, retirement accounts and small business retirement plans, serving both high‑net‑worth and non‑HNW clients. The firm manages diversified holdings across stocks, bonds, mutual funds, ETFs and money market instruments and says it can tailor portfolios for growth or income and exclude industries at a client’s request. The firm’s investment approach emphasizes fundamental, in‑house research and concentrated equity positions—typically around 15–20 stocks—combined with tactical allocations to fixed income and cash based on economic analysis. Trend Management states portfolios will often differ materially from market indexes, may sit in cash until attractively priced opportunities are found, and can experience sizable short‑term volatility as part of its high‑conviction strategy. Noteworthy differences from many peers include the explicit concentration and high‑conviction stock focus and the firm’s clear client disclosure that five‑year periods with declines greater than 20% can occur. Trend Management also directs custody and trading primarily through Charles Schwab, does not participate in wrap fee programs or accept sales compensation for product sales, provides quarterly written reports, and does not vote client proxies.

To learn more about the advisors currently working at Trend Management, Inc., 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.

You can also browse Trend Management, Inc.'s office locations.