Trademark Capital

Trademark Capital

Trademark Capital launched in 1991 as a boutique investment manager specializing in discretionary, tactical portfolio strategies for financial advisors. The firm operates from Watkinsville, Georgia, and structures its offerings around five risk-based profiles — ranging from Risk Avoider to Risk Embracer — each actively managed with a tactical overlay designed to navigate both bull and bear markets (per the firm). The core philosophy is not to beat a static benchmark but to manage risk exposure to help clients achieve specific financial goals. The firm's primary product is its Total Portfolio Solutions suite, which allocates across equities, fixed income, and ETFs using a proprietary model that makes tactical shifts based on market conditions. While Trademark does not disclose specific direct holdings, its performance reporting benchmarks against iShares Core Allocation ETFs and the iShares Core US Aggregate Bond ETF, indicating broad market exposure rather than concentrated stock picking. Its contact form lists interest areas including private investments and collective investment funds, suggesting possible expansion beyond its core ETF-based strategies, though no direct co-investment or club deal activity is publicly detailed. The firm is primarily marketed as a sub-advisor for other financial professionals. Trademark does not publicly share its assets under management or total team size, listing only unnamed executive roles on its website, such as CEO & Chief Investment Officer and Principal & Managing Director. The firm has a secondary phone number with a Georgia area code (706), confirming operational roots in the state. Information on adjacent vehicles, philanthropic foundations, or executive club memberships is not available. The firm's website notes that it has navigated four bear and three bull markets since its founding, underscoring three decades of active management experience. Trademark's structural differentiator is its explicit posture as a risk manager rather than a return maximizer, operating a defensive tactical model for financial advisors who serve retail end-clients. The firm's strategies are accessible through third-party platforms, and it maintains a dual fee schedule — charging lower fees to institutional clients (investment professionals) and higher fees to direct retail clients, a pricing structure distinct from many asset managers.