Support for Financial Advisors
When you partner with Trademark Capital, our team will guide you through the steps of integrating our Separately Managed Account (SMA) strategies with your operations. We can assist you in aligning your clients’ portfolios with their financial goals and explain everything you need to know about using Trademark Capital’s® SMA investment strategies—from onboarding to investing.
For Advisors experienced with using SMAs, we aim to enhance our partnership by raising the standard of support and assistance, offering all of our Advisors:
- Operational onboarding
- Direct access to Portfolio Management
- Your questions are answered within 48 hours, typically on the same day.
- We are available to you by phone, Zoom, or email.
- Portfolio Analysis and Stress Testing
- Dollar Cost Averaging
- Client meeting support
- Prospect meeting support
- Custom support for your unique needs
At Trademark Capital®, we are committed to our Advisors’ success.