IQ Trends Private Client Asset Management

The firm is an independent registered investment adviser that provides discretionary and non‑discretionary portfolio management and consulting primarily to individual and high‑net‑worth clients. It reports roughly $62–63 million in assets under management across about 45 client relationships and offers both individually managed accounts and an enrolled model program available through custodial platforms.

Investment decisions are driven by a proprietary Dividend Yield Strategy that focuses on dividend‑paying “Select Blue Chips” identified in the firm’s Investment Quality Trends research; the approach emphasizes buying when yields are near repetitive highs, holding through rising trends, and using cash and short‑term debt to mitigate volatility. The firm maintains an actively managed Flagship program and a Select Blue Chip FOLIO model that synchronizes model trades to client Folio/Goldman Sachs custody accounts, and it also provides hourly consulting engagements.

What is distinctive is the direct integration of the firm’s published research into both discretionary management and a custodial model platform, plus documented procedures for retirement/ERISA plan considerations—an operational mix and client type coverage that is relatively uncommon among peers. The firm also maintains a $1,000,000 minimum for its flagship service and makes model portfolios available via Folio/Goldman Sachs custody solutions, which together differentiate its service and implementation options from many other independent advisers.