Trendhaven Investment Management is a strategy-specific money manager that seeks to minimize the risk of large losses and deliver long-term returns. Trendhaven manages accounts resulting from its own direct marketing to individuals as well as those that are directed to it by financial intermediaries. The investment goal is absolute return, seeking positive returns regardless of benchmarks. Trendhaven invests in mutual funds, ETFs, or money market accounts based on technical analysis.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable, reduced, or waived for certain clients.