A complete list of active advisors currently associated with Trendhaven Investment Management, LLC

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

Trendhaven Investment Management provides discretionary portfolio management to individuals (including high‑net‑worth investors), pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations, and generally markets to experienced investors who seek an absolute‑return objective. Services include strategy‑specific money management, sub‑advisory relationships with other advisors, and management of individual investment sub‑accounts within variable annuity products; limited financial planning or portfolio reviews are available on request. The firm’s investment approach is an absolute‑return, trend‑following model that relies on licensed third‑party technical analytics and back‑tested buy/sell signals to time allocations primarily between high‑yield U.S. corporate bond funds and cash or money‑market instruments. Trendhaven emphasizes tactical risk control by exiting positions on negative trend signals rather than relying principally on broad asset‑class diversification. Distinctive elements in the brochure include the firm’s explicit use of licensed technical models described as having “successful track records,” and the application of historical model signals directly to mutual fund and ETF selection for high‑yield bond exposure. The firm also frames its objective in absolute terms (to “beat zero”) and, unlike most small independent advisors, emphasizes and makes available model and historical performance information tied to its licensed analytics.

To learn more about the advisors currently working at Trendhaven Investment Management, LLC, 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.