Trendhaven Investment Management, LLC logo

Trendhaven Investment Management, LLC

Updated today

Client assets under management

$1,991,625

Clients

3

100% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

3

Very Low

Average account size

$663,875

About

Trendhaven Investment Management provides discretionary portfolio management to individuals (including high‑net‑worth investors), pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations, and generally markets to experienced investors who seek an absolute‑return objective. Services include strategy‑specific money management, sub‑advisory relationships with other advisors, and management of individual investment sub‑accounts within variable annuity products; limited financial planning or portfolio reviews are available on request.

The firm’s investment approach is an absolute‑return, trend‑following model that relies on licensed third‑party technical analytics and back‑tested buy/sell signals to time allocations primarily between high‑yield U.S. corporate bond funds and cash or money‑market instruments. Trendhaven emphasizes tactical risk control by exiting positions on negative trend signals rather than relying principally on broad asset‑class diversification.

Distinctive elements in the brochure include the firm’s explicit use of licensed technical models described as having “successful track records,” and the application of historical model signals directly to mutual fund and ETF selection for high‑yield bond exposure. The firm also frames its objective in absolute terms (to “beat zero”) and, unlike most small independent advisors, emphasizes and makes available model and historical performance information tied to its licensed analytics.

Client services

Financial planning Portfolio management

Fee options

Fixed

Possible fixed fees for discrete review and analysis services, amount negotiated

Percentage

2% per annum, billed quarterly in advance

Project-based

$100 per hour or other agreed upon rate for discrete review and analysis services

Other

Fee-only: Advisory fees only, no commissions or other compensation; hourly fees for additional services

Main office location

Trendhaven Investment Management, LLC

Fairfield CT, United States

Number of offices

1

Most active in

Connecticut · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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