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 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 aim to give you peace of mind, knowing that we’re covering the bases. We watch out for your financial well-being and are available as a resource whenever you need one.
Our fee is based on the size of your portfolio. We don’t charge commissions and we don’t sell products. We don’t charge hourly fees for working with you for your planning needs or when you ask for our help. We’ve been helping families in northeast Indiana with their investments for over 40 years, and we’re just getting started. Whenever you need us, we’ll be here.
*Monarch Capital Management, Inc. is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
This website is a publication of Monarch Capital Management, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. The content of this website does not involve the rendering of personalized investment advice and should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
Content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Monarch Capital Management, Inc. is not engaged in the practice of law or accounting.
Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. Furthermore, there are no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.