Springfield, MO S Fort Ave Office
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Trend Management, Inc.
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Firm-wide stats for Trend Management, Inc.
About
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.
Based on Trend Management, Inc.
Location
3039 S Fort Ave, Unit D
Springfield MO 65807
Advisors at this office
2
Advisors at this office
Brandon R
Series 65
Springfield, MO
Trend Management, Inc.
Brandon Robinson is a financial advisor at Trend Management, Inc. with 17 years of industry experience. He holds the Series 65 designation and has been associated with both Trend Management and Marshfield Family Clinic since 2008. Robinson is a part owner of a computer service and programming company, E Automation Systems LLC. Trend Management, Inc. provides discretionary portfolio management for individuals, trusts, retirement accounts, and small business retirement plans, serving both high-net-worth and non-HNW clients. The firm employs a high-conviction investment approach focused on concentrated equity positions combined with tactical fixed income and cash allocations based on economic analysis.
Mark B
Series 65
Springfield, MO
Trend Management, Inc.
Mark Brueggemann is a Series 65-licensed financial advisor with 12 years of industry experience, currently with Trend Management, Inc. in Springfield, MO. He has been associated with Trend Management since 1991, totaling 35 years with the firm. He serves on the board of directors of International Division Springfield Missouri, a nonprofit organization outside the finance industry. Trend Management, Inc. provides discretionary portfolio management for individuals, trusts, retirement accounts, and small business plans, serving both high-net-worth and non-HNW clients. The firm’s investment approach relies on fundamental research and concentrated equity positions combined with tactical fixed income and cash allocations, often resulting in portfolios that differ significantly from market indexes.
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