SEC CRD #801-100363
Trademark Capital® About Approach Strategies Advisor Support Total Portfolio Solutions Tactical MultiFactor Resources Partner With Us We Provide Tactical Portfolio Solutions for Financial Advisors ACHIEVING GOALS. PROTECTING WINS. See our approach Investment Strategies Support Total Portfolio Solutions: Five Risk-Based profiles managed with a Tactical component. Designed to be an easy-to-implement Total Portfolio Solution for financial Advisors. Trademark Tactical MultiFactor: An opportunistic approach to Tactical management that aims to capture trends across various factors and markets. Advisor Support: We love to help our Advisors succeed. See how we can help you. Humanistic Approach Tactical Asset Management Strategies for Financial Advisors Since 1991 Trademark aims to provide Advisors and their clients with financial peace of mind, regardless of market performance by actively managing risk exposure and striving to deliver drawdown protection when investors need it most. We believe our process leads to a better investor experience. We do not manage strategies to outperform an index or benchmark — we manage to achieve financial goals. Each of our strategies has varying primary objectives but all emphasize the most essential aspect of successful investing – the Human aspect. See More 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. Courage Integrity Coachable Innovation Co
JOSEPH G. EZERNACK
CHIEF COMPLIANCE OFFICER
📞 (706) 534-2351
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AUM
$151M
Location
WATKINSVILLE, GA
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