The Trademark Capital Target Retirement Series — A Better Choice
Trademark Capital is committed to helping plan sponsors seeking to maximize participant returns, while at the same time actively managing risk. These target-date solutions represent two decades of advanced thinking, innovative risk management and a sound investment strategy.
Trademark Capital Target Retirement Funds offer access to:
- Wilshire’s proven glide path methodology
- Trademark Flexguard Overlay, a dynamic downside protection strategy
- Broadly diversified portfolios
- An experienced portfolio management team with a proven track record
- Fee-conscious investment solutions
- A firm with a long tradition of putting client interests first
- A selection of share classes, providing a suitable option for every plan

October 17 – 19: CFDD Advisor Conference
Trademark Capital Target Retirement Series added to the Paychex Platform
Trademark’s Chief Market Analyst, Steve Athanassie, featured in St. Petersburg Times
Trademark Launches Target-Date Collective Trusts