Trademark Capital

Overview

Trademark Capital is a boutique investment management firm specializing in tactical portfolio solutions for financial advisors. Founded in 1995, the firm has been building its knowledge of discretionary active risk management professionally since 1991 through four bear (receding) markets and three bull (growing) markets. The firm aims to provide financial advisors and their clients with confidence and peace of mind regarding investments, regardless of market conditions. The firm's investment strategies include Total Portfolio Solutions, Tactical MultiFactor, and Collective Investment Funds. These strategies are designed to navigate changing market conditions and emphasize downside protection. Trademark Capital focuses on long-term value creation across multiple sectors, leveraging its network and expertise to identify attractive opportunities. The firm supports the family's legacy by aligning investment decisions with generational objectives and prudent risk management. Trademark Capital strives to set a higher standard by honoring its mission to clients and each other through core values such as courage, integrity, coachable, innovation, and commitment. The firm believes that better outcomes begin with better risk management and emphasizes the human aspect of investing, managing to achieve financial goals rather than outperforming an index or benchmark.

Investment Focus

• Open to first-time funds
• Institution type: Single Family Office