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 LLC provides discretionary and non-discretionary asset management and investment advice to a small client base that is primarily high‑net‑worth individuals; it also serves trusts, estates, private foundations, and business owners. The firm delivers portfolio management services that can include the selection of model portfolios and execution of securities transactions for individual accounts. The firm’s investment approach combines fundamental and technical analysis within an asset‑allocation framework that may include equities, fixed income, ETFs, mutual funds, OTC securities, and indexed bond funds. Zen Trends often manages only a portion of a client’s total holdings, may concentrate allocations in one or a few asset categories, and conducts regular (at least quarterly) reviews of accounts and model portfolios. Distinctive aspects of the firm include an unusually significant non‑U.S. client base for a solo independent advisor and an explicit use of Interactive Brokers when international account management is important. The firm’s principal has developed near real‑time market‑trend models informed by experience since the 2008–2009 crisis and also maintains substantial involvement in a family‑owned optical business during market hours, factors that shape the firm’s operational profile.
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
| 8
|
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