Investment
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About Us
The Company
MarketTrend Advisors is a full service investment advisory firm serving
individual investors as well as the RIA and Registered Rep communities for
the benefit of their clients. We seek long-term growth of capital by investing
in the broad market through index funds, according to the primary market
trend. A fundamental tenet of MarketTrend Advisors
investing is that money can and should be made in both up AND down markets.
Accordingly, we specialize in managing our client's money per the TimingCube.com
model and strategies to achieve their individual wealth building objectives.
MarketTrend Advisors, Ltd. is a limited partnership based in Round Rock / Austin, Texas,
registered with the States of California, Florida, New York and Texas (See Advisor Brochure (ADV Part 2A) for official declarations). The founding
partners established the company during the fall of 2004 in response to
strong demand from TimingCube.com
subscribers for such a managed account service.
The People
MarketTrend Advisors combine extensive backgrounds in finance, computer science, executive
management and investment services. Four of the five founding partners are
also principals at highly regarded TimingCube.com.
Serge Dacic
President and Chief Executive Officer
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As President
and Chief Executive Officer of MarketTrend Advisors, Serge is responsible for the overall strategy
and operations of the company.
Serge brings more than 20 years of corporate management and software
engineering expertise to MarketTrend Advisors. His career includes a wide spectrum of management and technical
positions in companies ranging from startups to Fortune 500 corporations.
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During the five years prior to founding MarketTrend Advisors, Serge served as Co-Founder and Executive Vice President
of TimingCube.com
as well as Chief Technology Officer for two separate start-up firms
focused on Internet security and online collaboration.
In
his spare time, Serge studied investing and the markets. This interest,
combined with his computer science background, led Serge to a collaboration
with Frank Minssieux on a new type of market timing. The promise of
their model induced Serge and Frank to found Fraser Partners LLC (dba
TimingCube.com)
in 2001, and eventually found MarketTrend Advisors.
Serge Dacic received his Ph.D. in Computer Science focusing on Artificial
Intelligence as it applies to image processing and adaptative systems
from Paris XI University, France. During his tenure at Paris XI, he
taught graduate computer science courses on User Interface Design,
Usability and Software Ergonomics.
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Don Lansing
Chief Investment Officer and Chief Compliance Officer
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As Chief Investment
Officer and Chief Compliance
Officer of MarketTrend Advisors, Don is responsible for defining and implementing our investment
strategies as well as overseeing our trading operations.
Throughout his 20+ year career, Don has been involved in almost every
aspect of finance. He spent over 18 years with Advanced Micro Devices
gaining experience in a wide array of corporate finance areas. From
there, he started an independent investment advisory firm focused
on serving individual investors. This desire to serve individual investors
and deliver the benefits of the unique MarketTrend investment strategies
led to his role in co-founding MarketTrend Advisors.
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In addition to his work with two investment advisory firms, Don
teaches finance at a local university's graduate business school.
He has a passion for helping
people better understand and improve their financial lives.
Don received
a degree in business with a concentration in investments from the
University of Texas at Austin and an MBA from St. Edwards University.
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Garrett Beauvais
Portfolio Manager
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MarketTrend Advisors
Advisors in July 2005 and became a partner in August 2006. Garrett serves as portfolio
manager for many blended accounts, conducts stock and ETF research, and assists
in the development of new portfolio strategies. Previously, Garrett was with Advanced
Micro Devices performing a variety of roles in Corporate Strategy and Marketing
in both the U.S. and Europe. In his most recent role, Garrett managed AMD's $200+
million global marketing budget for their microprocessor division. Prior to joining
Advanced Micro Devices, Garrett facilitated North America market planning and
venture investments for Kyocera Corporation and was responsible for Kyocera's
first presence on the World Wide Web.
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Garrett holds an MBA from
the University of Texas at Austin and a BA in Psychology from the University of
California, San Diego.
Garrett’s desire
to help individual investors began as a teaching assistant for Personal Family
Finance at the University of Texas at Austin where he taught undergraduate lessons
in investing, personal tax preparation, and Texas Family Law.
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Frederique Dacic
Chief Administrative Officer
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MarketTrend Advisors as Chief Administrative Officer in October 2011 and will ensure customer
oriented back-office management, keeping to the Company's principles and philosophy.
Frederique was Administrative Director for a large tourism company in France for
7 years. She was in charge of Human Resources as well as the overhaul of the Company's
computer system, re-organizing all jobs accordingly - this, in the pre-internet
era. After moving to Austin with her family in 1993, Frederique enjoyed presiding
a non-profit organization and volunteering extensively in area schools.
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More recently,
Frederique was Operations Manager for an internet retailer in Austin and showed
an innovative spirit and strong analytical skills that were
of significant benefit to the company.
All through her diverse experience, Frederique has kept to her goals: providing
reliable and efficient service, showing good team spirit and unwavering ethics.
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