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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

Trademark Market Perspective for 10/06/2021

Follow-ups and New Thoughts: So little happened this summer that every time I sat down…

Quarterly Market Perspective for 2Q21

Summary Stocks maintained their strong advance in 2021 by adding another 8.55%[i] last quarter.  Technology,…

Trademark Market Perspective for 07/09/2021

Follow-ups and New Thoughts: 1) On July 7th the 10-year Treasury traded at less than…