Discover the Trademark Capital® Difference

We’re Trademark Capital. Like-minded individuals, united under a common goal: Give Investors peace of mind, no matter what the market is doing. We provide managed account strategies designed to help individuals achieve their investment goals with as little stress as possible. Each of our strategies have varying primary objectives but all have an equal emphasis on the most important aspect of successful investing – the Human aspect.

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Meet the team

Don Beasley
Don Beasley

Principal & Managing Director

Joe Ezernack, MBA
Joe Ezernack, MBA

CEO & Chief Investment Officer

David Denham
David Denham

Investment Advisor Representative

Don Beasley
Don Beasley

Principal & Managing Director

Joe Ezernack, MBA
Joe Ezernack, MBA

CEO & Chief Investment Officer

David Denham
David Denham

Investment Advisor Representative

Values that work for you

At Trademark Capital we set a higher standard.

We honor our mission to our clients and to 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

How to access us

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

Empower Investments
Lincoln Financial
Broadridge
Mid Atlantic
BPAS
ADP
Alerus
Ascensus
BMO
ePlan Services
John Hancock
One America
Paychex
Principal
Putnam Investments
Reliance Trust
The Standard
SunGuard
TD Ameritrade
Vanguard
Transamerica
Voya
Wells Fargo
Wilmington Trust
Envestnet
Charles Schwab
Fidelity Investments
Securian

Learn more about our offerings

401k Investment Management Managed Accounts