Total Portfolio Solutions: Five Risk-Based profiles managed with a Tactical component. Designed to be an easy-to-implement Total Portfolio Solution.

Trademark Tactical MultiFactor: An opportunistic approach to Tactical management that aims to capture trends across various factors and markets.

Collective Investment Funds: Downside protection strategies are at the forefront of these two Tactically managed funds for 401(k) plans. We believe better outcomes begin with better risk management.

Advisor Support: We love to help our Advisors succeed. See how we can help you.


Humanistic Investment Management for Financial Advisors Since 1991

Trademark aims to provide Advisors and their clients with financial peace of mind, regardless of market performance by actively managing risk exposure and striving to deliver drawdown protection when investors need it most.

We believe our process leads to a better investor experience. We do not manage strategies to outperform an index or benchmark — we manage to achieve financial goals. Each of our strategies has varying primary objectives but all emphasize the most essential aspect of successful investing – the Human aspect.

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What We Value

Trademark Capital® strives to set a higher standard. We honor our mission to our clients and each other by living up to our core values.

A willingness to take a stand for what is right despite adverse consequences.

“Courage is the first of human qualities because it is the quality that guarantees all the others.” – Winston Churchill

Do what’s right, legally and morally.  Integrity is the value of your word.

“Integrity is doing the right thing, even when no one is watching.” – C. S. Lewis

When your desire to learn and improve is greater than your ego.

“A coach is someone who tells you what you don’t want to hear, who has you see what you don’t want to see, so you can be who you have always known you could be.” – Tom Landry

If you know what your client wants, you can innovate.

“Learning and innovation go hand in hand. The arrogance of success is to think that what you did yesterday will be sufficient for tomorrow.” – William Pollard

A personal determination to fulfill an obligation; no excuses.

“Boys, I only did my duty; the old flag never touched the ground!” – Sgt. William Carney: The First African American Medal of Honor Recipient

Accessibility Platforms

A selection of the companies you can access Trademark Capital® from.

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