Financial advisors partner with Trademark Capital® because we offer over 20 years of experience in active risk exposure management and strive to deliver drawdown protection when it's needed most. For two decades, Trademark’s principals have managed tactical portfolios aimed to maximize wealth by minimizing large losses.
We believe our process leads to a better investor experience because we focus on achieving financial goals, not outperforming an index or benchmark. Our strategies have varying primary objectives, but all have an emphasis on the most important aspect of successful investing – the human aspect.