Trademark Financial Management Email Format
Financial ServicesMinnesota, United States2-10 Employees
Trademark Financial Management is a financial services firm that supports financial planners and smaller RIAs with investment management and consulting. It develops risk-based investment allocations and handles asset allocation formulation, account trading, and ongoing monitoring and reporting. The company also provides asset allocation modeling, strategy evaluation, manager due diligence, ESG investment solutions, market commentary, and custom research, including sub-advised management. Based in Edina, Minnesota, the firm operates as a small team servicing professional advisors. By focusing on investment management, it aims to relieve financial planners of portfolio construction and oversight tasks so they can concentrate on client relationships.