Global Trends Investments

The firm provides discretionary investment advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities, tailoring portfolios to client objectives and risk tolerance. It manages approximately $48.4 million in discretionary assets for 26 clients and primarily implements strategies using exchange-traded funds.

The firm follows a trend-following investment approach grounded in technical analysis, using tools such as 50-day and 200-day exponential moving averages to inform entry, exit, and allocation decisions, and continuously monitors accounts for rebalancing. It generally accepts discretionary authority over client accounts and bills advisory fees as a percentage of assets on a quarterly basis.

Notably, despite its small size, the firm’s management serves in trustee, director, and advisory capacities with registered investment companies and ETF issuers and maintains an affiliation with an ETF issuer as an investor and consultant while also participating in educational and media activities. The brochure discloses these external roles as potential conflicts of interest and describes written policies and procedures the firm uses to monitor and manage those conflicts; it also states the firm does not receive compensation from fund sponsors for client investments.