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Investment Method
Our goal at Trademark Financial Management, LLC is to achieve competitive long term performance. Our strategy is to generate solid returns when the market is bullish and then preserve those gains, as much as possible, as market sentiment turns bearish. In implementing this approach, we take into account the risk tolerance and investment objectives of our individual clients.
We also believe that investing can be an extension of your personal ethics and beliefs. Through the use of Socially Responsible Investing (SRI), we are able to construct portfolios that effectively mirror almost any ethical structure. Trademark primarily uses mutual funds as investment vehicles because they are ideal for making adjustments as the market warrants. Mutual funds allow us to modify portfolios to take advantage of current market trends, minimize risk and effectively employ Asset Allocation. We have access to literally thousands of funds from hundreds of different companies. However, should it become necessary or appropriate, we may choose to use any security offered through TD Ameritrade including Exchange Traded Funds and common stock. From this broad list, we seek out the most suitable for use in our portfolios. We take the following criteria into account when we construct a portfolio:
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