
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.
Latest Tweets
Twitter cannot show tweets right now. Please try again.
Latest Blogs
Trademark Market Perspective for 8/23/2023
Trademark Financial Market Update – August 23, 2023 1) The US dollar continues to rise,…
Quarterly Market Perspective for 2Q23
Schwab Transition In 2020, our custodian, TD Ameritrade, was acquired by the Charles Schwab Corporation.…
Quarterly Market Perspective for 1Q23
Summary The markets experienced as much volatility last quarter as we normally see in a…