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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

Trademark Market Perspective for 06/03/2021

Follow-ups and New Thoughts: 1) Everything revolves around interest rates. On June 1st the 10-year…

Trademark Market Perspective for 04/30/2021

Follow-ups and New Thoughts: 1) The decline in the 10-year bond yield from 1.74% on…

Quarterly Market Perspective for 1Q21

Summary The stock market’s recovery continued in the first quarter of 2021 as all major…