Who We Are
We are a boutique investment management team committed to a solid plan of portfolio management based upon active adjustments, as appropriate, in response to what we know to be true: market change.
Trademark is comprised of experienced Portfolio Managers who have been around the block. We have been building our knowledge of discretionary active risk management professionally since 1991 through four bear (receding) markets and three bull (growing) markets. We strive to bring confidence and peace of mind around investments to financial Advisors and their clients, regardless of market conditions.