Our Process
Benchmark Trend Analysis, a MRK | Asset Management proprietary investment process, strategically positions client assets for optimal long-term growth and reward. Benchmark Trend Analysis combines fundamental and technical market analysis with nearly a century of shared experience to determine appropriate, positively performing investments for optimal long-term growth and reward.
By carefully monitoring market cycles and analyzing industry sector trends, we manage clients’ portfolios to take advantage of market fluctuations, seeking superior results and a greater cumulative rate of return.
What’s more, actions are rooted in a thorough understanding of clients’ unique lifestyle, investment point of view and overall goals and aspirations. By building and managing clients’ portfolios over time, the result we seek is optimal rates of return in a tax-efficient manner.
The MRK | Asset Management Team
- Aric Carpenter
Registered Representative - Rob Morgenstern
Registered Representative - Joe Martinez
Director of Portfolio Management - Judy Karolle
Tax Specialist - Jan Bennett
Administrative Assistant