Trademark Capital® Asset Management

Humanistic Investment Management for Financial Advisors Since 1992

[Trademark Capital® Asset Management @TrademarkAsset]

Here at Trademark Capital, we are passionate about humanistic #investment and providing our advisors and their clients with financial #peaceofmind, regardless of market performance. 📈💲📉 🤝
#AssetManagement #Markets #TrademarkCapital

[Trademark Capital® Asset Management @TrademarkAsset]

What's your initial reaction when you hear "diversification"?

[Trademark Capital® Asset Management @TrademarkAsset]

If you, a family member, or a loved one is a current or former service member, we extend our sincere thanks today and every day. ❤️🤍💙

#VeteranOwnedCompany #VeteransDay #ThankYou

[Trademark Capital® Asset Management @TrademarkAsset]

Adaptability is critical in the #asset management #industry due to constant change and volatility in #markets, regulations, client expectations, and technology.

Check out this article for ways to foster adaptability! ⬇️📉📈

https://t.co/lyYHhuPAA3

[Trademark Capital® Asset Management @TrademarkAsset]

Joe Ezernack and Kelly McCabe had a wonderful time at the @CharlesSchwab IMPACT 2023 conference in Philadelphia this week!

Thank you, @CharlesSchwab, for providing valuable opportunities to learn from others and establish meaningful #connections! 👏🏢

#impact2023 #SchwabIMPACT

[Trademark Capital® Asset Management @TrademarkAsset]

Read our weekly financial market update here ➡️ https://t.co/uX8Pb3VRlm

#Newsupdate #StockMarket #Business

[Trademark Capital® Asset Management @TrademarkAsset]

Peter Mauthe and Don Beasley share how #advisors and firms can maintain healthy #relationships with their clients in the latest episode of our Hired & Fired video series.

You can watch the full video here: https://t.co/iTAhHrbU1W

[Trademark Capital® Asset Management @TrademarkAsset]

We believe successful investors do not avoid #risk, they manage it. 📉📈

[Trademark Capital® Asset Management @TrademarkAsset]

Episode #4 of our Hired & Fired #video series is here! 💻
Peter Mauthe and Don Beasley discuss another reason #advisors can be hired and fired in the financial #industry.

Watch the video here: https://t.co/Apg5PXl2n7

[Trademark Capital® Asset Management @TrademarkAsset]

Labor Day is the perfect time to relax and celebrate the hard work and dedication of those in the workplace — including yourself. 👮‍♂️👷‍♀️👨‍⚕️👩‍🏫🧑‍🌾🧑‍🍳👩‍💼👨‍✈️ No matter how you’re celebrating, we hope you have a wonderful weekend. 🎉 As a reminder, our office is closed today.

#LaborDay

[Trademark Capital® Asset Management @TrademarkAsset]

"Great advisors are always assessing the amount of risk in their portfolios." - Don Beasley

Watch our newest Timeless Math update as Don explains that #risk is not in a constant state. 📉📈

Watch the video here: https://t.co/lF9gYncf7X

[Trademark Capital® Asset Management @TrademarkAsset]

Downside protection is an important part of any #asset #management strategy. Trademark aims to provide advisors and their clients with financial peace of mind, regardless of market performance by actively managing risk exposure and striving to deliver drawdown protection.

[Trademark Capital® Asset Management @TrademarkAsset]

Watch our newest Timeless Math #video here!📱Don Beasley provides a practical example that aligns with the principles he discussed in earlier videos. 📊

Watch the video here ➡️ https://t.co/svFv7qyGaH

[Trademark Capital® Asset Management @TrademarkAsset]

Our team is so proud of @Tyler_Lovingood for passing his final CMT exam! 🎉👏

[Tyler Lovingood, CMT @Tyler_Lovingood]

Officially done with all three levels of @CMTAssociation 🥳

[Trademark Capital® Asset Management @TrademarkAsset]

Do you know your clients' #risk tolerance? Different investors have different levels of risk aversion, and the right asset allocation will vary depending on their individual circumstances.

#AssetManagement #Markets #SocialMedia

[Trademark Capital® Asset Management @TrademarkAsset]

Our July update is here!📅📱 Joe Ezernack presents some interesting market activity from the last month in this #video. We hope you find this video useful and informative. 📈

Check out the video here ➡️ https://t.co/Nit2z7VPo4

[Trademark Capital® Asset Management @TrademarkAsset]

Timeless Math Monday with Don Beasley is back! In this video, he explains the importance of considering both #wins and #losses. 📉📈

https://t.co/jZWQAdTlRd

[Trademark Capital® Asset Management @TrademarkAsset]

It is crucial to be #adaptable to change in this industry. Markets, technology, and trends are constantly evolving, and our goal is to stay current with these changes so that we can provide the best service possible to our #advisors and their clients. 💭💲📊
#Change #Innovation

[Trademark Capital® Asset Management @TrademarkAsset]

Meet Peter Mauthe, our Portfolio Strategist! Peter has been active in the investment #management industry for over 45 years. We are thankful for Peter and his extensive #knowledge and #insight about the #markets.

[Trademark Capital® Asset Management @TrademarkAsset]

"Most people really have about 20 to 25 years of their best wealth-building time. Understanding that the environments change and we have to change our #portfolios should be foremost in our minds." - Don Beasley 📉 📈
https://t.co/I4MhfCFsR5

[Trademark Capital® Asset Management @TrademarkAsset]

Check out this video by Joe Ezernack! 💻 He presents some intriguing information from June, and our team is excited to produce more content like this in the #future. We hope you find this video useful and informative. 📈

https://t.co/qIkSiAwgQY