Institutional Services
For more than two decades, our founder Steve Athanassie has guided a wide range of clients. By combining that experience with our professional partner relationships, Trademark Capital serves the business and nonprofit community in several ways:
Nonprofit organizations
We provide services to nonprofit organizations in need of help with portfolio assets. Some of the services include:
Investment Policy Development and Review
Board of Directors Fiduciary Training
Asset Allocation
Investment Manager Search
Performance Monitoring
Spending Policy
Retirement Plans
Through our sister company, ManageMy401k.com we offer solutions for employers and employees with 401k and other retirement plans. Go to www.ManageMy401k.com for more information or call 727-772-9530.
Trusts
For those seeking the advantages of a corporate trustee, we partner with a national trust company. Founded by a nationwide group of independent financial advisors, National Advisors Trust is chartered by the Office of Thrift Supervision (OTS), a bureau of the U.S. Treasury Department and is authorized to serve clients in all 50 states. Trademark Capital is one of the founding shareholder firms.
|
