About

As the principal of Trendhaven I manage separate investment accounts held in custody of Wells Fargo. The investment goal is Absolute Return. The investment approach is tactical allocation based upon a proprietary quantitative analytic that has a 31 year verified track record of enhanced returns and single digit maximum drawdown. This is an investment approach which has had notable success during times of market stress. See https://trendhaven.net/videos for overviews of process and performance.

Firm Information

FirmTrendhaven Investment Management, LLC
Agency Typeria
Firm CRD#168437
About Firm
Trendhaven is a Connecticut Limited Liability Company and a state registered RIA.
Firm Location

Professional Details

Advisor CRD#6227226
Fiduciary No

Education

Previous Work Experience
Corporate Value Services, LLC
Trendhaven Investment Management, LLC

About Me

Community Involvement

Are you enjoying Financial Advisors? Leave a review.