I've posted commentary in prior blogs about the extreme lack of volatility on the S&P 500 since May of this. Sign up for our newsletter to receive valuable insights that are available only to subscribers. Beyond the blog - beyond the videos - get the inside scoop. ValueTrend was founded in 2008 by Portfolio Manager Keith Richards, one of Canada's first accredited technical analysts.
Keith brings over 30 years of investment experience to the table, and has built the business on a solid foundation of fierce independence and putting the needs of clients first. Unlike other independent and big-bank firms, ValueTrend has no sales targets, sales incentives, bonus trips, awards, or empty titles that you pay for.
Keith brings over 30 years of investment experience to the table, and has built the business on a solid foundation of fierce independence and putting the needs of clients first. Unlike other independent and big-bank firms, ValueTrend has no sales targets, sales incentives, bonus trips, awards, or empty titles that you pay for.
Services
Unlike other investment management strategies crippled by market volatility, ValueTrend's Wealth Management process is rooted in advanced technical and fundamental analysis. This process takes advantage of market shifts to reduce stock market exposure when risk is high, and re-enter the stock market when risk is low and assets are on sale.
At ValueTrend Wealth Management, our clients deal directly with their portfolio manager, who is accountable solely to them. There are no barriers or excuses. ValueTrend investors typically entrust us with portfolios of $500,000 and usually well past that milestone. They are conservative men and women interested in steady growth, rather than wild fluctuations.
These case studies are posted solely for informational purposes. In no way should the content be construed to be perceived as investment advice, nor should you rely solely on the content for your investment strategy. The content of the following case studies provided here, including all details and statements made, are current as of the date the case studies were done.
The goal of the survey was to gain a better understanding of your needs and interests and to ensure that the service that we provide meets or exceeds client expectations. We are pleased and honored that our clients gave us an overall rating of 4.6 out of a possible 5 points! We have worked very hard to deliver that service and those results are extremely gratifying.
Below is the performance for the ValueTrend Managed Account Equity Portfolio. The portfolio does not contain bonds or fixed income allocations. Values in percentage are annualized for periods of more than 12 months. The information contained in this report is for illustration purposes only and was obtained from sources that we believe to be reliable however, we cannot represent that is accurate or complete.
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