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TrendCalc Dynamics

Grow Your Freedom and Independence

Financial consultant in Columbus, OH (show on map)

A Smart Approach to Retirement & Healthcare. Protect your retirement with better income and health plan decisions.

Call (614) 300-7390
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TrendCalc Dynamics website

About

TrendCalc Dynamics sets in motion the life you want today and tomorrow… A Smart Approach to Retirement & Healthcare. Protect your retirement with better income and health plan decisions. E

xperienced and Skilled Market Professional. We create great investors who make great decisions. Being successful and achieving extraordinary results demands: following the evidence, keeping your emotions and biases in check, and having a defined disciplined rules-based decision-making process. This is how all the great investors of yesterday and today have succeeded beyond where the general masses of investors tend to fail and settle for mediocre and below average results. With years of qualified experience, TrendCalc Dynamics Investing and CapitaLogic Wealth Management has a skillful understanding about successful investment strategy and how to create, grow and protect wealth for investors. This has given us the confidence to follow the evidence, where it might take us, and see the gaps in the understanding of the masses and of our own. We believe this is what has allowed TrendCalc to be one of today’s top portfolio strategists and wealth management advisors. Our goal for our portfolios and every client’s wealth is NOT to be satisfied with the mediocre results of the average-averaging recommendations of typical financial advisers. TrendCalc strives for extraordinary excellence and life changing results so clients can experience a more confident and comfortable journey, financially or otherwise, throughout their working careers and across a long and healthy retirement.

Disciplined rules-based investment strategies
Holistic wealth management approach
Market professional expertise
University and corporate retirement plan services

Services

TrendCalc Dynamics Investing

Personal investment management services to individuals, retirement plans and university employees looking for market professional advice beyond just the buy-and-hold nonsense of common average advisors and retirement plan consultants.

Disciplined rules-based dynamic strategies Preserve and grow portfolios and total wealth Avoid short-term emotional impulses

CapitaLogic Wealth Management

A holistic wealth management service combining financial planning and asset management for tailored solutions.

Comprehensive financial planning Asset management tailored to individual needs Holistic approach to personal financial and retirement plans

Credentials & Certifications

CFP®
Since nearly 30 years

Frequently Asked Questions

What does TrendCalc believe it takes to be a successful investor and achieve extraordinary results? +

Following the evidence, keeping emotions and biases in check, and having a defined disciplined rules-based decision-making process.

How is TrendCalc's investment philosophy different? +

TrendCalc focuses on flexible, pragmatic dynamics that combine passive and active strategies for profitable portfolios across diverse market conditions.

Does TrendCalc fit into a passive or active strategy box? +

TrendCalc is flexible and not entrenched in a single passive or active strategy; it employs directional flexibility in leading portfolios to the investment promised land.

Has TrendCalc's view of investing changed over the years? +

TrendCalc has evolved to incorporate a multi-dimensional approach, utilizing asset and strategy diversification for investing benefits.

What is asset diversification, strategy diversification, and their investing benefits? +

Asset diversification spreads investments across various asset classes; strategy diversification combines different investment strategies to manage risk and enhance returns.

Who is the financial advice industry? +

The financial advice industry comprises firms and professionals offering investment, retirement, and wealth management services, often with varying levels of expertise and fiduciary standards.

How do TrendCalc strategists invest their own money? +

TrendCalc strategists apply the same disciplined, rules-based strategies to their personal portfolios as they do for clients, ensuring alignment with their investment philosophy.

Why work with a market professional advisor? +

Market professional advisors bring deep expertise, disciplined decision-making, and a focus on preserving and growing wealth, distinguishing them from typical financial advisers.

Contact TrendCalc Dynamics

TrendCalc Dynamics
Website
trendcalc.net
Category
Financial consultant
Wheelchair Accessible
Call (614) 300-7390

Location

Location of TrendCalc Dynamics, 20 S 3rd St Suite 210, Columbus, OH 43215 · View on Google Maps

Screenshot Gallery

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TrendCalc Dynamics page
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Get in Touch

Ready to work with TrendCalc Dynamics?

Reach out today to schedule a consultation.

(614) 300-7390

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