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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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Quarterly Market Perspective for 1Q24

Summary The stock rally that began in late October continued through this past March.  The…

Quarterly Market Perspective for 4Q23

Summary Higher interest rates continued into late October, but at that point positive inflation news…

Trademark Market Perspective for 11/01/2023

Trademark Financial Market Update – November 1, 2023 Interest Rate Environment Update It seems to…