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 33 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.
Investment Philosophy
Enhanced investment returns with mitigated risk of drawdown is better pursued with managed exposure informed by quantitative analysis than with diversified long-only allocations.
The trend is your friend.
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 Yes — acts in your best interest
CompensationAssets Under Management (AUM)
Designations
Licenses
Practice Focus
Specialties
- Alternative Investing 100%
Preferred Client Type
- Retirees 12%
- Athletes/Entertainers 11%
- Baby Boomers 11%
- Business Owners 11%
- Colleges/Universities 11%
- Family Office 11%
- Individuals 11%
- Other 22%
Education
Years of Experience 14
Education
Univ of Colorado — BS and MBA (1969–1982)
Previous Work Experience 
Corporate Value Services, LLC
Trendhaven Investment Management, LLC (04/2014–09/2026)
About Me
Hobbies & Interests
Languages Spoken