Trade Investment Analysis Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 4 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Trade Investment Analysis Group provides expert witness and consulting services to counsel in securities arbitration and litigation and acts as an arbitrator or mediator in investment-related disputes. The firm also advises brokerage firms, investment advisers, banks and their customers on matters such as suitability, excessive trading and improper sales practices, and performs historical account performance audits.
Its analysis is grounded in fundamental research using publicly available documents and subscription services such as Value Line, Standard & Poor’s and Thomson Reuters, and the firm delivers advice on a non-discretionary, consultative basis. Services are billed on an hourly consulting model, and the firm does not execute trades or vote proxies for clients, leaving custody and proxy responsibilities with the client’s custodian.
The firm is atypical for an investment manager because more than 90% of its time is devoted to expert consulting, litigation support and arbitration rather than traditional discretionary asset management, and it relies on hourly billing rather than percentage-of-AUM or performance-based fee structures. Operational practices noted in the brochure—such as a formal Code of Ethics, restrictions on principal and agency cross transactions, and an absence of soft-dollar arrangements—underscore its focus on advisory and dispute-resolution work.
Client services
Portfolio reviews
Expertise
Wealth management
Fee options
$525 per hour (1-hour minimum)
Fee-only: $525 per hour with a 1-hour minimum
Main office location
Trade Investment Analysis Group
Columbus OH, United States
Number of offices
1
Most active in
Trade Investment Analysis Group has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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