Investment Trends Capital Group LLC

Overview

Investment Trends Capital Group LLC is a small, privately owned advisory firm that focuses on portfolio management for individual and family clients, as well as small business accounts. The firm runs a fee model based on a percentage of assets under management and concentrates its investment activity on income-oriented strategies, with a clear tilt toward credit instruments. Its advisory footprint is narrow and client-centric: the business appears structured to manage customized portfolios for a limited number of clients rather than operate as a broad-capability, multi-state platform. The firm's stated investment preference is fixed-income, and its reported holdings make clear that credit-risk taking — specifically exposure to non‑investment‑grade corporate bonds — is a central allocation decision. That positioning suggests an emphasis on producing current income and enhanced yield for clients, likely balanced with credit selection and maturity management rather than broad equity beta. Investment Trends Capital Group uses Charles Schwab & Co., Inc. as its custodian, which fits the profile of an independent advisory practice that leverages a major custodian for custody and execution.

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Location & Offices