Trendhaven Investment Management, LLC

Trendhaven Investment Management, LLC (CRD# 168437) is a financial advisory firm headquartered in Brookfield, CT. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Trendhaven Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael W. Choniski
CRD#: 6227226
15 Greenknoll Drive, Brookfield, CT 06804
97
Wealthminder
score

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.

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