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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.

Latest Tweets

  • @Playrix What’s the point? I could never beat the honey level.

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Latest Blogs

Trademark Market Update for March 20th, 2020

Exactly one month ago (February 19, 2020), the S&P 500 made a high just above…

Trademark Market Perspective for February 19th, 2020

THE NEW GOLD RUSH Welcome to the new gold rush.  There is a feeling in…

4th Quarter 2019 Market Perspective

Summary 2019 closed on a high note for stocks as interest rate cuts fueled a…