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David M
Series 65
Fort Wayne, IN
Monarch Capital Management Inc
David Meyer is a Series 65-licensed financial advisor at Monarch Capital Management Inc with 27 years of industry experience. He has been with Monarch Capital Management since 1994. Monarch Capital Management provides discretionary portfolio management and financial advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm’s investment approach focuses on long-term ownership of individual stocks and high-quality bonds with diversification and a laddered bond maturity strategy to manage risk.
George D
CFA®, Series 65
Fort Wayne, IN
Monarch Capital Management Inc
George Donner is a CFA® charterholder with 27 years of industry experience. He has been with Monarch Capital Management Inc since 1998. Monarch Capital Management Inc provides discretionary portfolio management for individuals, trusts, foundations, charitable organizations, and businesses. The firm focuses on long-term ownership of individual stocks and high-quality bonds, employing diversification and a laddered bond maturity strategy to manage risk.
John M
CFA®
Fort Wayne, IN
Monarch Capital Management Inc
John Meyer is a CFA® charterholder with 25 years of industry experience. He has been with Monarch Capital Management Inc in Fort Wayne, IN since 2000. Monarch Capital Management Inc provides discretionary portfolio management and financial advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm’s investment approach focuses on long-term direct ownership of individual stocks and high-quality bonds, emphasizing diversification, dividend-oriented equities, and laddered bond maturities to manage risk.
Adam B
Series 65
Fort Wayne, IN
Monarch Capital Management Inc
Adam Beard is a Series 65-licensed advisor at Monarch Capital Management Inc with seven years of experience in the financial industry. He has worked at Monarch since 2019 and previously held roles at SYM Financial Advisors, Parkview Health, and Financial Planning Services. Monarch Capital Management provides discretionary portfolio management and financial advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm emphasizes long-term ownership of individual stocks and high-quality bonds, using diversification and a laddered bond strategy to manage risk, and manages approximately $476 million across about 166 client relationships.
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