Building on a rich heritage spanning 80 years, Carl Marks is creating value not only today, but also into the future. Since our early beginnings in 1925 as a dealer of foreign securities, Carl Marks has grown into a multi-faceted investment and advisory services firm. To reflect our diversification and enhanced capabilities, we've updated the Carl Marks brand while continuing to uphold our traditions of integrity, hard work and the highest ethical standards.

Strong brand awareness comes from a memorable, unified and comprehensive identity that expresses a company's unique and distinctive vision. Our new approach solidifies our brand — Carl Marks — and how we create value for our clients through principal investing and advisory services.