FRANKLIN TREND INVESTMENT MANAGEMENT, LLC

Overview

Franklin Trend Investment Management, LLC is a small, owner-operated registered investment adviser that focuses on discretionary portfolio management for individuals, small businesses and select institutional clients. The firm’s mandate emphasizes equity exposure, delivered primarily through exchange-traded equities and ETFs, while supplementing portfolios with mutual funds and corporate debt for fixed-income needs. Franklin Trend also performs selection-of-other-advisers, which indicates they outsource specialized sleeves or alternative strategies to third-party managers when they want expertise beyond the firm’s in-house capabilities. Fee billing is percentage-of-AUM, and the client base is concentrated on individual and family relationships rather than broad institutional mandates. They report not engaging as an active ESG investor; instead their allocation priorities appear centered on core equity growth complemented by income and diversification sleeves managed via external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices