Schedule a Consultation

Connect with a steady, research-driven investment partner dedicated to supporting your advisory practice or organization.

Our consultation process is designed to be clear, efficient, and helpful. Whether you are exploring third-party asset management, OCIO support, or investment consulting, a brief conversation allows us to understand your needs and determine how our team can best support your work.

our process

During this introductory call, we will:

Learn about your advisory practice or organization’s structure and investment needs

Discuss your current portfolio approach and any challenges you face

Outline how our investment philosophy, oversight, and support model align with your goals

Provide clarity around our services and the level of engagement that may suit your situation

The conversation is informational and pressure-free, focused on helping you determine whether our process and capabilities match what you are seeking.

Benefits of Meeting With Us

A clearer understanding of how outsourced investment support can strengthen your workflow

Insight into our asset allocation philosophy and research-driven approach

A preview of the oversight, due diligence, and monitoring we provide

Guidance on which service model—AM, OCIO, or consulting—may best support your needs

Who Should Schedule

Advisors, RIAs, multi-advisor firms, nonprofits, foundations, and other organizations seeking disciplined, long-term investment support are welcome to schedule a conversation.

Book Your Consultation

Please complete the form below, and a member of our team will follow up shortly. We typically respond within one business day.

Prefer to Reach Out Directly?

Email us at info@trademarkfinancial.us or call 952-358-3395. We typically respond within one business day.