Michael Choniski
CRD Number: 6227226Current Firm: Trendhaven Investment Management, LLC
Compensation Model: Fee Only
Michael Choniski (CRD# 6227226) is an Investment Advisor Representative and founder of Trendhaven Investment Management, LLC in Brookfield, CT.
Investment Type: Conservative Alternative
Investment Goal: Absolute Return / Wealth Preservation & Growth
Investment Approach: Active Management / Trend Following
Investment Vehicle: Separately Managed Accounts
Account Types: Individual, Joint, Retirement, Trust, Other
Custodian: First Clearing (a Wells Fargo affiliate)
Minimum Investment: $100,000
A Trendhaven managed account is a Conservative Alternative Investment which may be a desirable to those seeking:
- Wealth preservation and growth;
- Transparency and Liquidity;
- An alternative to hedge funds or other pooled investments;
- An allocation that will be an alternative to diversified portfolios with a core of “buy and hold” stock and bond positions;
- Active management of existing exposure to risk assets
Trendhaven is one of a few licensors of a proprietary quantitative analytic with a proven 24+ year record of enhanced returns and low drawdown. Trendhaven began managing accounts in April 2014. The principal active management strategy invests alternatively in high yield corporate bond funds and money market funds.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trendhaven Investment Management, LLC | Fairfield, CT | Jun 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$210,711
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, NY
This document does not constitute or form any part of an offer to sell or any solicitation or invitation of any offer to purchase or subscribe for any shares in a Partnership or any other type of investment or any investment vehicle of any kind, nor should this document or any part of it or the fact of its distribution form the basis of or be relied upon in any connection with any such investment. In this regard, no reliance may be placed for any purpose whatsoever on the information contained in this document or on its completeness. This document is being provided to you on a confidential basis solely to assist you in deciding whether or not to proceed with further investigation of the investment strategy herein described. This document should not be copied or distributed without the consent of Trendhaven Investment Management. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE PERFORMANCE. There can be no assurance that any investment vehicle or product described herein will achieve its objectives.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.