Who We Are

Being successful and achieving extraordinary results demands:

1. following the evidence, 
2. keeping your emotions and biases in check, and 
3. 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.  

TrendCalc Dynamics investing and CapitaLogic wealth management have followed the evidence with its predefined disciplined buy-hold-sell decision-making and processes.  

Our goal for our portfolios and every client’s total 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 through life, financial or otherwise.