Trendz Advisors

Trendz Advisors provides ongoing portfolio management and model-portfolio services to a mix of individual clients and institutional-type accounts, including pension and profit‑sharing plans, 401(k) and other qualified plans, charitable organizations, and business accounts. Services include discretionary and non‑discretionary individual portfolio management and model allocations, with recommendations typically implemented via mutual funds and ETFs and mapped to plan platforms such as Fidelity, Schwab and Transamerica.

The firm’s investment approach centers on the proprietary Trendz model, a rules‑based algorithm updated approximately every six weeks by a CPA using index data across ten asset classes to produce tactical allocations for three risk profiles (Traditional, Moderate, Conservative). Portfolios are adjusted to reflect the model’s allocations and client risk tolerances, and the process can move allocations to money‑market or fixed‑income positions to reduce exposure in adverse market conditions.

The brochure discloses several features that distinguish the firm from many peers: an affiliation with a FINRA‑member broker‑dealer (TrustFirst Inc.), management personnel who are separately licensed as registered representatives and insurance agents, and the capability to sponsor or syndicate private placements and private real‑estate LLCs offered under offering memoranda. Those affiliations and alternative‑product activities, together with the firm’s work with retirement plan platforms and pension or institutional clients, create potential conflicts of interest the firm says it addresses through written policies and disclosures.