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Trendline Capital Management

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Trendline Capital Management

Overview:

Trendline Capital Management was organized in 1988 to provide comprehensive portfolio management for individuals and small corporations. It was one of the first investment management companies in America to offer portfolio management using no-load mutual funds, a concept developed in the early 1980's by the principals of the firm. Trendline continues to be on the leading edge of providing flexible portfolio management. Our goal is to help individuals create wealth and achieve a higher than average return, with only minimal risk to their investments, by allocating their portfolio within stock, bond and money market no-load mutual funds.

Trendline Capital Management is dedicated to providing a high level of comprehensive services to our clientele. Among the services you could expect from us are:
* Investment Analysis and Portfolio Management;
* Retirement Accumulation and Distribution Planning;
* IRA Rollover Management;
* 401-k Management and Advisory;
* Pension Advisory;
* Estate Planning Advisory Services;
* Charitable Giving Advisory Services;

We are happy to conduct small-group seminars on several investment related topics as well. If you have a small group (up to 50 people) and would enjoy having an independent voice address an investing issue, please feel free to contact one of our administrators to arrange an appointment.

In addition we provide services for several clients that are designed for other specific situations. Such non-traditional engagements are one of the many services that differentiate us from other advisors.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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