Trademark Financial Management, LLC is an investment management and consulting firm based in Edina, Minnesota, led by Chartered Financial Analyst Mark Carlton. Their team of four professionals offers focused investment management services to financial professionals nationwide, with a mission to provide clients the freedom to concentrate on their businesses and clients.
With a focus on risk-adjusted returns and long-term capital appreciation, Trademark Financial designs portfolios tailored to individual risk tolerances. Their collaborative and flexible approach, combined with cutting-edge technology, aims to provide clients with the expertise and services of an in-house money manager.
Generated from the website