Trendline Capital Management
 
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Welcome to Trendline Capital Management. We are an independent provider of Fee-Only investment advisory and financial planning services.

We are much more than just another financial services company.  We base our work ethic and corporate philosophy on a simple idea: to treat you the way that we would want to be treated.  We are driven by getting to know you and meeting your goals, objectives and needs.  Our investment advice is based on one thing - to keep you comfortable through the many years of your retirement to come.

For our individual clients we specialize in helping them grow and maintain their wealth and help them manage asset distribution needs in their retirement years.

For our small and mid-size business clients, our main focus is on helping them develop and manage corporate retirement plans that best fit their organizational needs.  We can serve as a plan advisor or can contract to take a fiduciary role with plan management.

As an independent firm, we are able to utilize more than 12,000 mutual funds and any listed stock or bond.  Our management fees are modest and are based on a percentage of assets under management.

Please take a moment to peruse our site and feel free to contact us if we may be of service to you.

            

 
4820 Lake Brook Drive, Suite 125
Glen Allen, VA  23060
Phone 804-323-9100    Fax 804-888-8220
 

Trendline Capital Management is a registered investment advisor with the State of Virginia. Our services include financial planning and investment management, and our advisory services are provided on a fee-only basis. The purpose of our website is to provide information to current and prospective clients and is not an offer to conduct business through this site. All new clients receive Form ADV Pt 2 prior to signing a formal contract with Trendline and are provided with offers to receive annual updates of that form. If you would like to receive a copy of Form ADV, Pt 2 please feel free to contact us.

All information contained in this website is believed to be accurate. Certain information provided by links from our website have not been checked for completeness by anyone associated with Trendline Capital Management. Please consult with us before relying on such information. Trendline Capital Management is not responsible for damages incurred as a result of visits to other websites.