Trademark Financial Mgmt

Trademark Financial Management is an investment management and consulting firm based in Edina, Minnesota. The company employs 9 people and generates approximately $2 million in annual revenue. Trademark Financial Management specializes in creating customized investment strategies for financial planners and their clients. They handle asset allocation formulation, account trading, and ongoing investment monitoring and reporting. Additionally, the firm provides consulting services to small and mid-sized Registered Investment Advisors (RIAs), including asset allocation modeling, investment strategy evaluation, investment manager suggestion and due diligence, ESG-based investment solutions, market commentary, custom research, and sub-advised management. The company's mission is to empower financial advisors by taking over the complexities of investment management, allowing them to concentrate on building lasting relationships with their clients and achieving success. For more information about Trademark Financial Management and their services, please visit their website at trademarkfinancial.us.