Trademark Financial Management, LLC is an investment management and consulting firm located in Edina, Minnesota. Mark Carlton, Chartered Financial Analyst?, and his staff deliver focused investment management for individual investors and financial professionals, allowing them to concentrate on their personal life or core business with greater confidence and peace of mind. Trademark serves clients throughout the United States.

Unlike many other investment professionals, we recognize that different market conditions require distinct approaches and that there is no one size fits all technique to investing. Trademark is truly dynamic. We constantly adjust and modify our approach as market activity dictates.