Company History

Throughout our history, we have been steadfast in holding true to our core principles: putting clients’ interests first by delivering quality, goal-oriented solutions.

Trademark Capital was founded by Steve Athanassie in 1995 and is based in the Tampa Bay area of Florida. Known for setting the standard for quality investment and fiduciary counsel in the Southeast, Trademark Capital continues to provide superior solutions to individuals, businesses, endowments and foundations.

Trademark applies a highly disciplined, quantitative, model-driven process, originally developed by Don Beasley and used in client accounts since 1991. Our team of experienced and credentialed professionals bring their deep investment expertise and disciplined approach to every portfolio we manage.

Trademark Capital—A Timeline of Key Achievements