A complete list of active advisors currently associated with Trendcalc Dynamics

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

TrendCalc Dynamics is an independent, single‑advisor investment advisory firm that provides investment management, financial planning, and consulting to individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm reports approximately $35.1 million in assets under management across about 70 clients and offers both discretionary and non‑discretionary portfolio management. The firm describes a research‑driven, market‑price based investment process that integrates technical, trend and cyclical analysis with fundamental data to systematically identify differences in expected returns across global and regional equity and fixed‑income strategies. TrendCalc applies a disciplined, adaptable trading and asset‑allocation approach and may deploy third‑party money managers or platform solutions (for example, Orion Portfolio Solutions) while retaining ongoing monitoring responsibilities. What distinguishes TrendCalc from many peers is its explicit ERISA practice: it offers retirement plan services including acting as a discretionary 3(38) investment manager for plans, a service relatively uncommon for independent firms of this size. The brochure also notes direct variable‑annuity management provided at no charge and discloses that its advisers maintain registered‑rep and insurance agency activities and receive referral or commission compensation from third‑party managers, which the firm identifies as potential conflicts of interest.

To learn more about the advisors currently working at Trendcalc Dynamics, 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.