MONORAIL SECURITIES LLC

Overview

Monorail Securities LLC is an SEC-registered investment adviser that runs equity-centered portfolios for individuals, families and small institutions. Registered in 2016, the firm positions exchange-traded equities as the core of its strategies and delivers portfolio management for individuals and small businesses across multiple states. Fee arrangements include a percentage-of-AUM model and subscription fees, suggesting a mix of traditional advisory mandates and access-based or subscription services for specialized products. The firm does not identify as an active ESG investor and does not present itself as a pension consultant or family office manager. Its business model points to discretionary equity management with a reliance on liquid, exchange-traded instruments and supplemental use of mutual funds and third-party alternative managers where appropriate.

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Location & Offices