A complete list of active advisors currently associated with Zen Trends Capital LLC
Warmer can help you find a great advisor at Zen Trends Capital LLC or one who fits your needs even better.
Zen Trends Capital is a small independent advisory firm that provides discretionary and non‑discretionary asset management and financial advice to individuals, trusts, estates, private foundations, high‑net‑worth individuals and business owners. The firm typically charges percentage‑of‑AUM advisory fees and directs clients to qualified custodians and broker‑dealers such as Charles Schwab or Interactive Brokers for custody and trade execution. The firm combines fundamental and technical analysis, uses model portfolios and active management, and tailors asset allocation to each client’s risk tolerance, liquidity needs and investment horizon. Zen Trends notes the use of near real‑time models to identify market trends and often manages only a portion of a client’s total investments, which can result in concentrated allocations in a limited number of asset categories. Noteworthy distinctions include the firm’s ability to manage both international and U.S. accounts—using Interactive Brokers when international access is important—which supports a significant non‑U.S. client presence that is uncommon among peers. The firm’s owner also maintains an ongoing small‑business role in a family optical business and discloses spending roughly 20 hours per week on those operations during market hours, an outside activity highlighted in its regulatory disclosures.
To learn more about the advisors currently working at Zen Trends Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Portland, OR
| 9
|
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