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Who's making your investment decisions?
At Monarch, we do the investing. The foundation of our
approach is to invest your portfolio directly into high-quality growth
companies and high-quality bonds. After we sit down with you to assess
your financial needs, we customize an investment strategy and action
plan that best help you meet your objectives. We also consider your
income needs, where you want your money to go in the future, your income
and estate tax considerations and your tolerance for volatility. We are
a Registered Investment Advisor with the Securities and Exchange
Commission. We act as a fiduciary for you and manage your investments
with absolute prudence.
If you want us to do more, we can.
We can help you plan for your retirement. We can help you make big
financial decisions. We can help you save for future education
expenses. We can help you be charitable more efficiently. Most of all,
we can give you peace of mind, knowing that we’re covering the bases.
We call it the Personal CFO service. You’re the CEO of your life, and
you can lean on us as your CFO, watching out for your financial
well-being and being available as a resource whenever you need one.
Just to show
we’re in your corner, our fee is based on the size of your portfolio.
Our only motivation is for our customers to see their investments
perform well. We don’t charge commissions and we don’t sell products,
so we have no incentive to disrupt your portfolio. We don’t charge
hourly fees for working with you for your planning needs, so you aren’t
penalized for asking for our help. We’ve been helping families in
northeast Indiana with their investments for 39 years, and we’re just
getting started. Whenever you need us, we’ll be here.
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