Trendz Advisors

Trendz Advisors Inc. is a state-registered investment adviser based in Knoxville, Tennessee, established in 2008 by Donald O. Taylor. The firm offers individual portfolio management services, creating and managing portfolios based on clients' needs and objectives. They also provide model portfolio management services, including the Trendz Model, which uses a dynamic and tactical asset allocation algorithm. Trendz Advisors manages over $58 million in assets for 164 clients, with both discretionary and non-discretionary accounts. Clients are charged fees based on a percentage of assets under management, with no specific opening balance or minimum fee requirement. Trendz Advisors does not charge performance-based fees and acts as a fiduciary advisor, putting clients' interests first. The firm does not vote proxies on behalf of clients and does not engage in directed brokerage. Donald O. Taylor, the President and Chief Compliance Officer, has a background in finance and holds various securities licenses. He also engages in real estate investments and insurance sales, disclosing any potential conflicts of interest to clients. Trendz Advisors emphasizes transparency and client communication, conducting regular reviews of accounts and providing detailed reports to ensure clients' financial goals are met. The firm's investment strategies are based on a proprietary algorithm and a disciplined approach to asset allocation. Clients can access additional information about the firm and its professionals through the SEC's website.