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Monarch's Investment Strategy
The
foundation of our investment philosophy is to own high-quality companies
whose earnings will grow over time, and bonds that are of such high
quality that we need only be concerned with their return on
investment, rather than their return of investment.
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Monarch's Research Philosophy
Research
is the foundation of sound investment decision-making. We bring a completely
independent approach to picking the right investments for you
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Customer Education
In order to further serve
customers, we encourage them to attend our fun and educational events.
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Our People
Learn more about
the Monarch team.
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Monarch's Mission
Monarch Capital Management is committed to building long-term relationships and
providing outstanding service.
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Monarch's History
Monarch Capital
Management was formed in 1994 by four trust officers from the Fort Wayne
National Bank Trust Department. Since then, all the large banks in Fort Wayne
have been acquired by banks headquartered elsewhere and have altered their way
of serving investors. Our core focus, however, remains the same as it has
always been: to provide customized investment solutions and help our customers
make better financial decisions. Our professionals have been investing
portfolios and serving customers since the 1960’s, and have gained valuable
outside experience with estate planning, retirement planning, financial decision
support, retirement plan administration, and managing family offices. With a
team of seven, Monarch can give you the personal service you are looking for.
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