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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.

Latest Tweets

  • The markets are being driven by the narrative that 1) the Federal Reserve is on hold indefinitely 2) a trade deal w…

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  • In two months the investment climate has gone from risk-off to risk-on. Crazy how fast things can change.

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  • If liquidity, not earnings, drives markets Turkey should be concerned.

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Latest Blogs

Trademark Market Perspective for 3/2/2023

Trademark Financial Market Update – March 2, 2023 I am inclined to see the stock…

Quarterly Market Perspective for 4Q22

Summary First of all, we are happy to report that the fourth quarter of 2022…

Quarterly Market Perspective for 3Q22

Summary As hard as it would have been to believe, three months ago, that the…