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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.


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.


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.


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

Market Perspective for January 15th, 2019

The U.S. stock market has rallied nicely off its Christmas Eve low, but it is…

Trademark’s Market Perspective for December 17th, 2018

Stocks Economic growth appears to have peaked in early autumn.  Unemployment is now starting to…

Notes and Thoughts for November 5th, 2018

I'm headed to New York for a CFA conference as well as a few manager…