A complete list of active advisors currently associated with Monetary Management Corporation
Warmer can help you find a great advisor at Monetary Management Corporation or one who fits your needs even better.
The firm provides discretionary portfolio management primarily for individual investors, including IRAs, trusts, family limited partnerships, and foundations, with most accounts focused on equities; it also offers fixed‑income management, non‑discretionary recordkeeping reviews, and supplies buy/sell trading signals to third‑party advisers that are used to manage roughly $1.7 million. Account management generally considers individual financial circumstances and risk tolerance, and the firm may waive account minimums at its discretion. Investment decisions are driven by in‑house, earnings‑based stock‑selection formulas developed by the firm’s president and are implemented across named strategies such as Multi Cap Earnings Growth, High Yield Dividend, Market Neutral, and a hedged multi‑cap portfolio. Several strategies concentrate sector exposure and the firm uses short positions and uncovered call options (in addition to ETFs) to hedge or implement market‑neutral approaches, and it offers an optional combined asset‑based and performance fee arrangement that charges 20% of profits (including unrealized gains) subject to investor qualification. Notable distinctions include an advisory team member who maintains an active outside law practice (about 40 hours per month) with a stated policy that legal advice will not be provided to advisory clients, the firm’s willingness to accept performance‑based fees, and explicit use of derivatives and shorting in separately managed accounts. The brochure also documents recent material changes and a separate Part 2 disclosure for a particular strategy, and the firm operates with modest assets under management while offering both direct portfolio management and trade‑signaling services to other advisors.
To learn more about the advisors currently working at Monetary Management Corporation, 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.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 25
| |
San Francisco, CA
| 16
|
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