ValueTrend regularly conducts client satisfaction surveys to ensure we are meeting your expectations – the last survey was conducted in early 2020.

In August of 2022, clients once again participated in an online client survey conducted by an independent third-party “Absolute Engagement”. Once again, we wanted to hear your feedback on our services, and to identify areas where we might improve through a confidential & independent audit. We were thrilled and humbled by the results.

92% of respondents gave us the TOP ratings for overall satisfaction. The survey went on to ask what the most important factors are when evaluating our services (or any Portfolio Manager).

Here are scores on each factor, on a scale of 0 (dissatisfied) to 5 (perfect):

1. Trustworthiness: 4.8/5
2. Technical Expertise: 4.9/5
3. An active, analytical investment approach: 4.7/5
4. A quick response to questions & needs: 4.8/5

Absolute Engagement noted that we scored amongst the highest levels of satisfaction they have seen in the industry. They were particularly impressed that we chose to conduct the survey in a bear market. Clients of most Portfolio Managers and Advisors are particularly prone to negative responses during such times, apparently. We did note that our investing approach is considerably more risk-protective than most.