Monarch Asset Management LLC

Monarch Asset Management provides discretionary portfolio management and investment supervisory services to high‑net‑worth individuals and nonprofit/charitable organizations, managing roughly $75.6 million across about 58 client accounts. The firm prepares individualized Investment Policy Statements and offers ongoing monitoring, and it sponsors a wrap‑fee program for clients who prefer a consolidated fee arrangement.

The firm generally constructs customized portfolios that prioritize individual, investment‑grade bonds and individual stocks, with a bias toward large and mega‑cap domestic companies and sector weightings broadly aligned with the S&P 500. ETFs and mutual funds are used mainly for smaller accounts or to access small‑cap, international, or other “speculative or opportunistic” exposures, which the firm typically limits to 10% of a portfolio (default allocation is zero).

Distinctive elements include its role as a wrap‑fee program sponsor—an uncommon structure among independent advisers—and its explicit servicing of charitable/non‑profit clients. Other noteworthy practices are the absence of a stated account minimum, routine use of written discretionary authority for trading, and a policy of not accepting proxy‑voting authority (clients receive proxies directly).