About Trademark Capital
Trademark Capital is a Financial Services company based in United States founded in 1999. It provides tactical asset management and risk-based strategies for financial advisors. It operates on a B2B model. Trademark Capital offers products and services including Total Portfolio Solutions, Tactical MultiFactor, and Collective Investment Funds. Its focus areas include Finance, Investment Tech, Asset Management and Tactical Strategies. Its legal entity is VIUM CAPITAL, LLC. Its competitors include Fidelity Investments and Morgan Stanley; 1 of its 2 listed competitors has raised funding.
Company details
Trademark Capital focuses on delivering tactical portfolio solutions, including risk-based profiles and multi-factor strategies, to support financial advisors in managing investments. The firm emphasizes risk management and downside protection through active strategies like collective investment funds. Based in Watkinsville, Georgia, it serves advisors and their clients by prioritizing human aspects of investing, such as integrity and innovation, to achieve financial goals without chasing benchmarks.
- Headquarters United States
- SectorsFinancial Services
- Phone•••• ••••
- Website trademarkcapital.com
- Social LinkedIn YouTube
- Legal Name Vium Capital, Llc
Products & Services of Trademark Capital
Trademark Capital offers a comprehensive portfolio of products and services, including Total Portfolio Solutions, Tactical MultiFactor, and Collective Investment Funds.
Risk-based profiles with tactical components for advisors.
Opportunistic management to capture market trends.
Tactically managed funds focused on downside protection.
Apps and channels of Trademark Capital
its YouTube channel Trademark Capital® Asset Management has 8 subscribers and 30 videos.
Videos from Trademark Capital
The most watched videos on Trademark Capital's YouTube channel, Trademark Capital® Asset Management (8 subscribers). Click a video to play it here.
More on Trademark Capital® Asset Management.
Competitors of Trademark Capital
Trademark Capital has 2 listed competitors in our database, 1 of them funded. They include Fidelity Investments and Morgan Stanley.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. |
Detailed competitors of Trademark Capital
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Web traffic of Trademark Capital
The website of Trademark Capital (trademarkcapital.com) receives about 1.6K visits a month.
- Monthly visits1.6K
▲ 21% vs previous month
Websites whose visitors overlap most with Trademark Capital. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| tagassoc.com | 100% | 2.5K | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Trademark Capital (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Trademark Capital
Trademark Capital was founded in 1999.
Trademark Capital is headquartered in United States.
Trademark Capital focuses on delivering tactical portfolio solutions, including risk-based profiles and multi-factor strategies, to support financial advisors in managing investments. The firm emphasizes risk management and downside protection through active strategies like collective investment funds. Based in Watkinsville, Georgia, it serves advisors and their clients by prioritizing human aspects of investing, such as integrity and innovation, to achieve financial goals without chasing benchmarks.
Trademark Capital's top competitors include Fidelity Investments and Morgan Stanley.
Trademark Capital offers Total Portfolio Solutions, Tactical MultiFactor, and Collective Investment Funds.
Trademark Capital operates through Vium Capital, Llc.