Global Trends Investments

Overview

Global Trends Investments is a small, client-focused registered adviser organized as a corporation that provides portfolio management for individuals and small businesses. The firm runs fee arrangements that include a percentage-of-AUM component and fixed fees. Its stated investment preference is equities, with the bulk of client capital allocated to exchange-traded securities. Given the concentration in listed equities and mutual funds, the firm appears to favor liquid, implementable strategies that can be managed discretely across a limited client base. The business serves individual and family clients rather than institutional retirement plans or pension funds. Advisory activity centers on discretionary portfolio management, suggesting advisers at the firm make ongoing allocation and security-selection decisions on behalf of clients within agreed mandates.

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Public Holdings

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Location & Offices