
Brandon Robinson
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- Full Name
- Brandon Scott Robinson
- Title
- Investment Advisor Representative
- Firm
- Trend Management, Inc.
- Firm Type
- Registered Investment Advisor (RIA) / portfolio management firm
- Investment Stage
- Public-market portfolio management (see note below — not a startup/seed-stage angel investor per available evidence)
- Target Company Profile
- Individual and high-net-worth family clients (not startups)
- Sector Focus
- Exchange-traded equities (ETFs) and broad-market/macro-driven asset allocation
- Geographic Focus
- Missouri (firm transacts primarily with Missouri residents and other permitted states)
- Location
- Marshfield, Missouri (resides); firm based in Springfield, MO
Background
Brandon Robinson is an Investment Advisor Representative at Trend Management, Inc., a Springfield, Missouri–based Registered Investment Advisor, where he has worked since November 2008. His CRD/individual number in the SEC's Investment Adviser Public Disclosure system is 5705479. Within the firm, his stated responsibilities center on "macroeconomics and asset analysis," reflecting a top-down, trend- and macro-oriented approach to the firm's portfolio strategy.
He was raised in and continues to reside in Marshfield, Missouri. He graduated Cum Laude from Missouri State University in 2007 with a Bachelor of Science in Business Administration, with minors in Economics and Finance — an academic background consistent with his macroeconomic focus at the firm.
Trend Management, Inc. is a small, three-person advisory practice headquartered at 3039 S Fort Ave, Unit D, Springfield, MO 65807. It was founded by Mark Brueggemann (President and Chief Investment Advisor since 1991, a former Merrill Lynch advisor), and also includes advisor Kelly Clift (Smith). The firm reports roughly $83 million in assets under management across about 161 accounts (average account size ~$516,000), with a client base that is predominantly individuals (~60%) and high-net-worth individuals (~39%). Portfolios are heavily weighted toward exchange-traded equities (~85%), with smaller allocations to cash equivalents and non-investment-grade corporate bonds, and are custodied at Charles Schwab & Co. The firm publishes market-commentary letters (e.g., "Bad Breadth," 2022) on its website.
Investment Thesis & Focus
- Practices public-market, fee-based portfolio management for individual and family clients — not startup or venture investing.
- Emphasis on macroeconomic analysis and trend-based/"trend management" strategies, matching Robinson's internal role in "macroeconomics and asset analysis."
- Portfolio construction is ETF- and exchange-traded-equity heavy (~85%), with modest cash and high-yield bond allocations — a liquid, allocation-driven approach rather than concentrated private bets.
- Explicitly not an ESG-mandated investor, per the firm's regulatory disclosures.
- Serves individuals and high-net-worth individuals, primarily in Missouri, under a percentage-of-AUM and fixed-fee model.
Notable Investments
- No startup, angel, or venture portfolio companies could be identified for Brandon Robinson. His investing activity is conducted through Trend Management, Inc.'s managed client portfolios, which hold publicly traded ETFs and equities rather than named private-company deals. (No verifiable individual deals to list.)
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