Discover the Trademark Capital® Difference

We’re Trademark Capital. Like-minded individuals, united under a common goal: Give Investors a piece 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 and honor our mission to our clients and to each other by living up to our core values

It is mental discipline, an adherence to a higher standard. Courage means a willingness to take a stand for what is right in spite of adverse consequences. From USMC Core Values

“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 a quality you develop by adhering to moral principles. It requires that you do and say nothing that deceives others. As your integrity grows, so does the trust others place in you. The more choices you make based on integrity, the more this highly prized value will affect your relationships with family and friends, and, finally, the fundamental acceptance of yourself. From U.S. Army Core Values

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

Being coachable means you’re open to listening to feedback, able to receive constructive criticism without taking it personally, willing to take a look at your own performance in order to improve it, and generally a super-badass-enthusiastic go getter type of person. Definition by Laura Di Franco

“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

Innovation is using imagination to solve a problem or to improve an experience and having the courage to implement it without fear of failure. If you know what customers want, 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

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

Target Date Funds Managed Accounts