ZenTrends Capital, LLC
is a registered investment adviser in the State of Oregon and the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption
Markets are always changing; economic dynamics are always shifting. Remaining stagnant in an ever-changing world will leave your financial future vulnerable
At ZenTrends Capital we remain fluid in an always evolving market environment, using a rules-based and methodical approach.
ZTC's goal is to provide our investors with actively managed portfolio solutions based on their individual risk tolerance
Being Actively managed may not carry with it the risk many assign to it. In fact, a tightly managed portfolio that is broadly mixed can create a much less risky overall market exposure.
We strive in adjusting our investment choices as market conditions dictate. This is done both to protect client capital and take advantage of emerging investment opportunities
Cody began his investing education while studying Finance and Business Ethics leading into the 2006 Housing Boom and subsequent 2008-09 US Financial Crisis. Following his formal education and receiving his Bachelor's Degree, he studied under several proven portfolio managers, most of whom have over 30 years of individual market experience.
Cody has since created his own firm, ZenTrends Capital, LLC, following the retirement of his previous mentor and business parter from Freeman Capital Management in 2021.
Cody brings a broadly experienced background of managing challenging market environments as well as navigating strong trending market conditions.
The development of his ZenTrends investment strategy is a combination of his education and the prior experience working as an Investment Advisor Representative since 2017
It is never too early (or too late!) to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
5256 NE 72nd Ave
Portland, OR 97218
(360)229-3036
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