Blue Monarch Financial Inc.

Overview

Blue Monarch Financial Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm serves primarily individual and family clients and bills on a percentage-of-AUM basis. Its advisory work centers on portfolio management for individuals and small businesses and on selecting third-party advisers when appropriate. Blue Monarch also functions as an insurance broker and identifies itself as a capital allocator. The firm does not flag itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices