Truemark Investments

Overview

Truemark Investments is an SEC-registered LLC that provides portfolio management services to investment companies and serves an institutional client base. The firm, registered in 2020, operates under a percentage-of-AUM fee model and is organized as a domestic entity with an individual owner. It does not present itself as a capital allocator; instead, its activities focus on direct portfolio management. Truemark is not active on ESG integration, does not act as a pension consultant, and is not registered as a multi-state adviser. Industry affiliations list other investment adviser relationships and a CPO/CTA connection, which implies the firm may participate in or manage pooled vehicles or commodity/futures strategies alongside its core advisory work for investment companies.

Assets & Accounts

Investments & Alternatives

Location & Offices