Trendhaven Investment Management, LLC
Trendhaven Investment Management, LLC (CRD# 168437) is a financial advisory firm headquartered in , . They manage $2,317,818 in 11 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management2MILLION
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Total Number of Accounts11ACCOUNTS
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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
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.