A complete list of active advisors currently associated with Monarch Asset Management LLC

Warmer can help you find a great advisor at Monarch Asset Management LLC or one who fits your needs even better.

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).

To learn more about the advisors currently working at Monarch Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.