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Trademark Financial Management, LLC is an investment management and consulting firm located in Edina, Minnesota. Mark Carlton, Chartered Financial Analyst®, and his staff’s goal is to deliver focused investment management to financial professionals. It is our mission to give you the freedom to focus on what matters most to you, your clients, and your business. Trademark serves clients throughout the United States.

Team

Our team of four is highly collaborative, flexible and able to think outside the box. Our availability, and approachability, make it feel like we’re your in-house money manager.

Process

Our focus is on risk adjusted returns. While keeping a vigilant eye on minimizing downside risk, we design portfolios for long term capital appreciation appropriate to your clients’ risk tolerance.

Services

As an investment management and consulting firm, we’re working behind the scenes to provide the same cutting edge technology and services you would, if you had the time and expertise to handle it all yourself.

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Latest Blogs

Notes and Thoughts for November 6th, 2020

A “Blue Wave” trade developed over the past two weeks in which investors bought stocks…

Quarterly Market Perspective for 3Q20

Summary  The U.S. stock market gained 8.9%[1] last quarter as investors gained confidence that the…

Trademark Market Perspective for 8/31/20

The Fed Not much to say about the U.S. stock market overall.  I’ve been reading…