MONARCH ASSET MANAGEMENT LLC

Overview

Monarch Asset Management LLC is a small, equity-oriented advisory firm that manages concentrated public market exposure for individuals, families and a limited set of institutional clients. The firm charges fees based on a percentage of assets under management and focuses its advisory work on portfolio management for individuals and small businesses. Monarch does not position itself as a multi-state or pension consultant adviser and is not an active ESG investor. Investment activity centers on exchange-traded equities and ETFs as core holdings, with a clear tilt toward direct, discretionary equity management rather than serving as a capital allocator to external managers. At the same time, the firm uses third-party managers for real estate exposure and supplements equity allocations with mutual funds when appropriate. Custody and execution are concentrated at a single large custodian, which supports a straightforward implementation model and positions the firm to favor liquid, listed instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices