Welcome to Trent Capital Management, Inc. (TCM), a registered investment advisory firm founded by David Trent in 1996. At TCM, we remain highly focused on helping investors set specific goals and explore strategies to efficiently manage their investment portfolios. We partner with our clients to become wise, long-term investors. TCM clients include retirees, widows, business owners, senior executives, foundations, profit sharing, and 401(k) plans.
At TCM, we assess our clients' current financial situations and develop goals accordingly. From there, we make recommendations to realistically accomplish those goals. Each client portfolio may vary by asset allocation and diversification but will always have a similar outcome - intelligent investments.
Meet our Wealth Management Team
David Trent
Chief Financial Advisor
Greg Young
Financial Advisor
Matt Brunson
Financial Analyst
Cindy McAfee
Jay Strickland
Meet our Client Service Team
Amanda Strickland
Client Service Specialist
Sheila Maunder
At TCM, we believe in solid investment principles that have helped us successfully navigate our clients through two of the worst bear markets in history. Check out some of these principles in the storybook to the right.
We've created the storybook above to illustrate TCM's strategy of disciplined investing. Through simple and understandable concepts, we help make sense out of investments.
Mouse over the book's edge to turn the page or select an individual story below.
Wealth Management
With a minimum portfolio requirement of $150,000, the TCM financial advisory team provides fee-only, professional money management services to a variety of investors. All of our firm’'s revenue comes from client fees; we do not accept commission from any product or separate investment. Simply put, we strive to work with and for our clients.
Retirement Game Plan
One of the most powerful analyses we provide to prospects and clients is our Retirement Game Plan. While the future is unpredictable, we can provide a realistic estimate of what is possible in regards to saving for retirement, education, and future expenses. We use a number of factors to estimate needs and available assets, including long-term growth projections, savings, withdrawal rates, retirement ages, and cost of living figures tailored to each individual situation. While some other advisors provide a multi-page, hard-to-read analysis, we condense all information into an accessible and straightforward one-page document. Call us at 501.868.7772 or email us at for a no-obligation consultation.
Getting Started
Investing for the long run takes time, patience, and confidence, but will ultimately help you achieve your financial goals. For more information about building a relationship with Trent Capital Management, call us at 501.868.7772 or email us at
today!
Frequently Asked Questions
For a list of answers to frequently asked questions, click on our FAQ page below:
Trent Capital Management, Inc. ("TCM") is an independently owned, SEC Registered Investment Advisor located in Little Rock, AR. TCM and its employees are in compliance with the current registration and/or notice filing requirements imposed upon SEC Registered Investment Advisors by those states in which TCM maintains clients. TCM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
TCM's website is limited to general information pertaining to its investment advisory services. Accordingly, TCM does not, and will not, attempt to effect transactions in securities, or
render personalized investment advice for compensation, over the internet. Any subsequent, direct communication by TCM with a client or prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of TCM, please contact the United States Securities and Exchange Commission and/or the state securities law administrators for those states in which TCM maintains a notice filing.
A copy of TCM's current written disclosure statement (ADV Part 2A) discussing TCM's business operations, services, and fees is available through email upon written request. TCM does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by unaffiliated parties, whether linked to TCM's website or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided appropriately.
For a copy of TCM's ADV Part 2a, our written disclosure statement, or our Privacy Policy, please send your request by email to dtrent_trentcap.com .
TCM currently maintains a strategic partnership and holds all client accounts with The Charles Schwab Corporation, a leading provider of investment services.
The Charles Schwab Corporation has been a leader in financial services for more than three decades. Through advocacy and innovation, the company has made investing more affordable, more accessible and more understandable to all.
For more information:
www.schwab.com
Charles Schwab Facts
Employees: 13,100 full-time employees
Executive Management: Founder & Chairman Charles Schwab; President & Chief Executive Officer Walt Bettinger
History: Charles Schwab and Co., Inc., was launched in 1973, and the company began offering discount brokerage on May 1, 1975.
Locations: Headquartered in San Francisco, Schwab operates 302 domestic branch offices in 45 states, one branch in Puerto Rico and one branch in London. Hong Kong clients are served through a Schwab subsidiary.
Social Responsibility: Charles Schwab Foundation makes average annual contributions averaging $4 million to more than 2,300 nonprofit organizations.
source: The Charles Schwab Corporation
NOTE: The information and website link to Charles Schwab above is being provided as a courtesy only, and can change at any time without notice. Information provided was derived from sources deemed to be reliable, but TCM cannot guarantee their accuracy. By clicking the link above, you are leaving TCM's website. We make no guarantees as to the accuracy or completeness of information on Charles Schwab’'s website. Charles Schwab is not affiliated with Trent Capital Management, Inc. nor any of its employees.
At TCM, we believe that an educated client is a satisfied client. To uphold this belief, we send each client our monthly newsletter, packed full of vital information about the market and other helpful tips. In addition, we send quarterly reports, commentaries, and periodic e-mail updates. We consistently use simple, concise lanugage to convey our messages as a means for our clients to clearly navigate and understand the information.
TCM Client Newsletter 11_12.22 EM.pdf
TCM - In Touch, December 22, 2011
TCM - In Touch, November 21, 2011
TCM Client Newsletter 11_11.21 EM.pdf
Fund By Fund Commentary 11_10.26.pdf
TCM - Commentary, October 26, 2011
AI Asset Class Return Estimates 11_08.12.pdf
TCM - Asset Class Return Estimates
TCM Update - Commentary
March 5, 2009
Commentary 09_03.pdf
Read what we were saying during one of the worst bear markets in history. The sound advice we gave our clients kept them on track towards successful investing.
15800 Cantrell Road
Little Rock, AR 72223
Call us at 501.868.7772
or email
for more information about what
we can do for you!
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