At ValueTrend, 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. Their portfolios represent life savings, not risk capital.
ValueTrend clients live and work across Canada, around the globe, and right next door. Some are industry savvy and enjoy knowing the day-to-day details, while others are new to investing and prefer to trust they are in good hands between reports
They are individual investors, entrepreneurs, professionals, family trusts and corporate accounts. They are the corporate CEOs who have amassed wealth over a career and the family farmers who have received a lump-sum buyout in exchange for their property.
They are just like us.
We wouldn’t expect anyone to invest their money in something we wouldn’t put our own wealth into, so we lead the way. We take care of your money like it’s our own – because we invest our own money the same way we do our clients’.
Many clients. Many relationships. One goal.