A complete list of active advisors currently associated with Monroe Capital Partners, LLC
Warmer can help you find a great advisor at Monroe Capital Partners, LLC or one who fits your needs even better.
Monroe Capital Partners, LLC is a state-registered independent investment adviser that provides individualized investment supervisory services to individuals (including high net worth) and charitable organizations, managing roughly $93.6 million across about 44 client relationships. The firm delivers continuous portfolio management and develops client-specific investment policies covering a broad range of securities and products, including equities, fixed income, mutual funds, variable products and interests in partnerships. The firm’s investment process centers on strategic asset allocation and modern portfolio theory, supplemented by fundamental, quantitative, cyclical analysis and charting to tailor long- and short-term positions to client objectives. Uncommonly for a firm of its size, Monroe explicitly uses borrowing (margin transactions) and derivatives — including options strategies such as covered calls, spreads and puts — in separately managed accounts when consistent with client suitability. Monroe generally manages client assets on a discretionary basis and aggregates trades across accounts to seek execution efficiencies, and it typically directs custody and brokerage to a national institutional custodian while voting proxies in accordance with an external proxy advisory service. Its small, single-advisor structure combined with the explicit use of margin, options/derivatives, and permitted investments in higher-risk partnership structures (e.g., real estate and oil & gas interests) differentiates its product and strategy set from most peers.
To learn more about the advisors currently working at Monroe Capital Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Irvington, VA
| 25
|
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