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. is a small team adviser that manages about $150.8 million for roughly 330 clients. The firm serves both individual clients (including high‑net‑worth households) and institutional clients, offering sub‑advisory services to other advisers, retirement plan consulting and participant education, model portfolios for third‑party platforms, financial planning, and discretionary portfolio management. The firm’s investment process is driven by a proprietary, rules‑based tactical asset allocation model and is implemented through active allocation to ETFs, mutual funds, equities and fixed income, with the option to retain third‑party managers. Trademark Capital also places client assets on a third‑party execution and rebalancing platform (55ip) for trading and tax‑smart rebalancing and makes its model portfolios available to turnkey and other adviser platforms. What distinguishes Trademark Capital from many peers is its role as a sponsor and manager of affiliated private funds (the Trademark Capital Risk Managed Fund, LP and the Trademark Partners Fund, LP), including funds that assess performance allocations and for which the firm may waive or reduce advisory fees on invested client assets. The firm also provides portfolio management for pooled vehicles and sub‑advisory/model services to other advisers, conducts retirement plan participant education, and discloses limited use of borrowing (margin) in managed accounts and related conflicts tied to platform and referral arrangements.

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.