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: markets 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.

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

Let’s Bring Confidence to your Investments

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