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BLUEGRASS HAS EXTENSIVE EXPERIENCE SERVING THE NEEDS OF LARGE INVESTORS, FINANCIAL INSTITUTIONS, AND INVESTMENT PROFESSIONALS WITH RELEVANT INVESTMENT STRATEGIES, PORTFOLIO CONSULTING AND SPECIALIZED ANALYSIS.

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Disciplined Decision Making

Disciplined risk management is the heart and soul of TrendBridge. It is absolutely critical to successful investing and is the core component of our investment philosophy. We understand the importance of money management believing that superior results are a function of proper, disciplined techniques. All of our investment strategies contain the following characteristics.

Systematic – eliminate emotion from the investment process; always have a plan
Trend – never fight the predominant market direction; things in motion tend to stay in motion; opposing the market brings significant additional risk
Diversification – constructing portfolios with a broad range of non-correlated assets
Discipline – Unwavering execution of tested investment process if outright automation is impractical

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We value an education-centered relationship with our clients.

The families we advise choose to work with us because of Performance, Professional Expertise, and above all, Integrity.

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