Jennifer Lutz's Colleagues at Trademark Financial Mgm't
Jennifer Lutz's Contact Details
952-844-0039
Trademark Financial Mgm't
Jennifer Lutz's Company Details
Trademark Financial Management is an investment management and consulting firm located in Edina, Minnesota. We work closely with financial planners to create risk based investment allocations for their clients. We assume the responsibility for asset allocation formulation, account trading, and on-going investment monitoring and reporting. We also consult with small and mid sized RIAs to provide asset allocation modeling, investment strategy evaluation, investment manager suggestion and due diligence, ESG based investment solutions, market commentary, custom research and sub-advised management. At Trademark, we focus on investment management freeing financial advisors to focus on success. Please visit our website for more information.