Hi, We’re Trademark Capital®

We’re not your average 401k investment manager.

We are an asset management firm with a 30-year track record of providing investors with the peace of mind that their money will be there when they need it, regardless of what is happening in the market.

At the end of the day, we believe it’s our responsibility to ensure that whenever our investors are ready to retire, their assets are available to them. We’ve embraced that responsibility from the beginning, and we’ll continue to do so.

Now you have more time to enjoy life. So relax, we’ll handle your retirement investments.

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Get to Know Your 401k Investment Manager

Trademark is composed of experienced portfolio managers who have been around the block. We have been building our knowledge of discretionary tactical risk management inside 401(k)s since 1994 through three bear (receding) markets and three bull (growing) markets. We strive to bring peace of mind around investments to families and individuals.

Our goal is to advocate for you while investing. We do not manage strategies to outperform an index or benchmark. We believe our tactical risk strategies reduce the chances of making emotional investment decisions and, in return, increase the likelihood of meeting your long-term goals.

Commentary & Insights

How it Works

We use a proprietary quantitative model to measure current market risk conditions. During constructive market environments, each fund within the Tactical Risk Series will be allocated to its maximum equity exposure according to the pre-determined glidepath. More importantly, during high-risk environments, each fund’s tactical risk overlay is designed to provide downside protection by allocating to cash.


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