Firm Profile


Trend Dynamics, established in 1991,  works with a variety of clients from institutions to individuals.  In all cases, we work with the client to determine how one of our investment solutions can best meet your needs.  

As an independent registered investment advisory firm, the client expects our best ideas that can be delivered, regardless of who serves as the custodian for their investment assets.  These expectations are defined by an investment policy statement we develop with the client's assistance and input.

A unique capability of Trend Dynamics, is the ability to customize a hedging strategy that can be integrated into the client’s investment strategy.

Experience does matter when clients expects more than cookie cutter investment ideas.