IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT

Overview

IQ Trends Private Client Asset Management is a small, equity-focused registered investment adviser serving individual and family clients as well as small businesses and institutional accounts. The firm’s stated fee arrangements include a percentage of assets under management and hourly billing, and it provides active portfolio management for both discretionary and non-discretionary mandates. The firm’s investment posture favors exchange-traded equities as the primary building block for client portfolios while also using mutual funds and external real estate managers to round out diversification. IQ Trends is not identified as an active ESG investor. The advisory offering appears geared to concentrated, custom portfolios rather than scaled model-platform solutions. With the majority of assets designated discretionary, the firm manages portfolios on clients’ behalf, making asset-allocation and security-selection decisions aligned with each client’s mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices