Trend Dynamics, Inc., established in 1991, is a registered investment advisor assisting both institutional and individual investors. Management styles include a quantitative approach to managing stocks and ETF's, and a dynamic asset allocation approach to manage mutual funds. These styles can easily be blended to manage mixed porfolios of stocks, funds, ETF's and bonds.
All of our managed portfolios rely primarily on a proprietary research software program called TIPs (Trend Identification Parameters). TIPs was derived from the extensive research of Dr. Robert J. Stalla, well-known for his review course for Chartered Financial Analyst (CFA) candidates. Dr. Stalla's formulas were incorporated into TIPs, resulting in a software package that attempts to determine the underlying price trends for stocks, mutual funds, ETF's, industries, sectors or the broad market as a whole.
Over the years, the firm has grown to offer a variety of different investment solutions including equity strategies, asset allocation, 401k management and proprietary investment research. For investors concerned with capital preservation, we offer active hedging strategies based on our TIPs analysis. TIPs is also available for professional money managers who wish to compliment their own research efforts with a quantitative approach that uses technical analysis and momentum models to identify security price trends.
We currently serve a diverse client base, including bank trust departments, endowments, foundations, corporate retirement plans, trusts and individuals.
TD AMERITRADE is the preferred custodian for Trend Dynamics clients. Separate accounts will be established at the custodian owned directly by the client. The advisor never takes custody of any investment funds. Online access to client accounts will be provided directly with TD AMERITRADE.
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