Trend Management, Inc.

Trend Management, Inc. advises individuals (including high-net-worth and non‑HNW clients), trusts, retirement accounts and small-business 401(k) trusts, managing roughly $83 million across about 160 client accounts. The firm provides discretionary portfolio management in stocks, bonds, mutual funds, ETFs and money market instruments and can tailor accounts for income needs or to exclude certain industries at a client’s request.

Investment decisions are research-driven, drawing on company filings (10‑K/10‑Q) and economic data, and the firm typically runs a concentrated equity approach—aiming to hold around 20 stocks (often 15 or fewer) rather than broad diversification. Trend Management says it will hold cash until attractively priced, understandable opportunities arise and acknowledges that portfolios may materially diverge from market indexes and experience sizable short‑term drawdowns as part of its long‑term strategy.

Noteworthy operational points include a small advisory team managing client accounts on a discretionary basis, an expectation that clients use the firm’s recommended custodian for efficiency, and a policy of not voting proxies for client securities (clients retain voting authority). The firm also discloses it does not accept performance‑based or sales‑based compensation, provides monthly account reviews and quarterly written reports with its market views, and explicitly warns clients about the potential for declines exceeding 20% over multi‑year periods.