A complete list of active advisors currently associated with Trademark Capital Management Inc.

Warmer can help you find a great advisor at Trademark Capital Management Inc. or one who fits your needs even better.

Trademark Capital Management Inc. advises a mix of clients including other investment professionals, retirement plans, private pooled vehicles, and individual wealth-management clients. The firm provides sub‑advisory services and model portfolios to third‑party platforms, retirement plan consulting and participant education, as well as discretionary portfolio management and financial planning for individuals. The firm’s investment process is an active, rules‑based tactical asset allocation approach that uses a proprietary quantitative model to adjust exposure across ETFs, mutual funds, equities and fixed income. Trademark Capital also overlays third‑party managers and a trading/rebalancing platform (including tax‑aware trading services) when appropriate, and may recommend or provide access to private investment funds and pooled vehicles as part of client solutions. What distinguishes the firm from many peers is its role as a private fund adviser and fund sponsor — it serves as general partner/manager of affiliated pooled funds and employs performance‑based compensation arrangements in those funds, with disclosure and mitigation measures described in offering materials. The firm also runs model and sub‑advisory relationships for other advisers, conducts participant education/enrollment services for plans, and permits borrowing/margin in managed accounts, all of which create operational and conflict‑of‑interest considerations not common to most team firms.

To learn more about the advisors currently working at Trademark Capital Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.