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Trademark Financial Management, LLC

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Trademark Financial Management, LLC

Overview:

Trademark Financial Management, LLC is an investment management and consulting firm located in Edina, Minnesota. Mark Carlton, Chartered Financial Analyst®, and his staff deliver focused investment management for individual investors and financial professionals, allowing them to concentrate on their personal life or core business with greater confidence and peace of mind.

Unlike many other investment professionals, we recognize that different market conditions require distinct approaches and that there is no one size fits all technique to investing. Trademark is truly dynamic. We constantly adjust and modify our approach as market activity dictates.

Our individual investors recognize that long term, disciplined investing is crucial to growing wealth. They understand the value of an independent investment professional during periods of market volatility and are highly committed to remaining faithful to their plan. We are committed to building enduring relationships on the foundation of trust, open communication and objectivity.

Those same values apply to the associations Trademark maintains with other financial professionals. In the remarkably complex world of money management, specialists like Certified Public Accountants and Certified Financial Planners increasingly appreciate the value of focused investment managers. They understand the market has enormous complexities and recognize the added value a devoted specialist offers. Trademark works with such professionals in several capacities to protect and grow their client assets.

Minimum Investable Assets: $50,000

Asset Under Management: $60 million

Toll Free: +1 866 944 0039

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