Trademark Capital Management, Inc.

Trademark Capital Management, Inc.

Trademark Capital Management, Inc.

Date Founded



1551 Jennings Mill Road,Suite 1200A,Watkinsville, GA 30677-7259

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

Trademark Capital Management (TCM) manages most of their portfolios using an active strategy guided by their principal investment model. The firm's investment model is a proprietary, rules-based tactical asset allocation model designed to react to current market conditions. The model uses a variety of quantitative measures to determine the overall risk levels in the market place. These levels determine the rules TCM uses to buy and sell investments for client accounts. TCM's investment model seeks to participate in gains when stock and/or bond market conditions are good and to reduce exposure to the markets when conditions are poor. The firm strives to continually control portfolio risk through tactical asset allocation. Clients' assets are primarily allocated among various individual equity (stocks), debt (bonds) and fixed income securities, mutual funds and/or ETFs on a discretionary basis.

Contact Data
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Executives & Employees

Chief Executive Officer & Chief Investment Officer

Chief Financial Officer

Chief Operating Officer

Managing Director & Principal

Director of Marketing

Executive Vice President, Business Development

Regional Sales Director

Senior Vice President, Investment & Retirement Plan Services

Senior Vice President

Senior Vice President of Client Development

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