Our fee for management is based on the total amount of assets you hold with us. We are not compensated based on the frequency of trades. This compensation model ensures total devotion to your best interest.

Most accounts under our management are held at TD Ameritrade. However, we may be willing to accept management responsibility for existing accounts held elsewhere.

$50,000

We are flexible in our approach to portfolio construction. We can re-allocate a portfolio into virtually any investment vehicle appropriate to individual clients.

Mark Carlton, CFA®, the principle investment officer at Trademark has managed portfolios through bull and bear markets since 1987.

We are available every business day, and you are free to contact us at any time. Trademark believes communication is essential to maintaining superior client relationships.

We use highly liquid securities and can provide funds from your account in three to five business days. Accounts may also be set up to make monthly payments directly into your bank account. Please remember when liquidating mutual funds or other investments that shares may be worth more or less than their original purchase price.

Each quarter you will receive an in-depth portfolio report and our market commentary.

We are very willing to tailor portfolios to our client's personal beliefs and manage accounts in accordance with Socially Responsible Investing.

Your account information is available on-line and updated daily. You can access old statements, calculate performance or just check your current balance.