With over four decades of supporting extraordinary relationships between investors and advisors, Monarch Wealth Corporation is steadfast in its commitment to facilitating that partnership between advisors and investors.
Let us be your wealth management partner. We’ll provide outstanding service and sound, conflict free wealth management advice for every stage of your life.
Unlike dealers that focus on the sale of their own products, we focus on communication, information and truly objective, conflict-free advice.
We believe technology can have a transformative effect on advisor productivity and client satisfaction. Our advanced “robo” capability has been designed to support advisors in a hybrid model so they can spend more time working with you and less time on tasks.
We track the best GIC rate available in 1 to 5 year terms across multiple institutions.
Monarch Wealth provides the key interface for advisors to manage the complexity of their business so they can deliver high quality independent investment management solutions and advice to their clients.
Our technology empowers the independent advisor to more efficiently and effectively impart clients with advice, experience, guidance and wisdom within a more profitable business model. Our advisors can efficiently provide better advice to more clients (both existing and next generation) with less data entry, less paperwork, no manual rebalancing, and fewer compliance exceptions.
We work for you. Period.
We are not tied to a product. We provide commission free investment options. As well, top ranked institutional portfolio managers advise us on the portfolio solutions we offer you.
State of the art “robo” planning and analytical tools are seamlessly integrated into our business creating an on-line portfolio management platform. Forget the old quarterly statement - get instant access to your personal information, holdings and portfolio manager commentary.
We offer lower minimums on portfolio solutions such that smaller accounts can have the same benefits as high net worth clients.
Automated on-boarding eliminates paperwork and allows you to more quickly and easily open accounts.
You can access and input your own personal information, automatically populating the advisor’s CRM database, planning software and other analytics tools.
You can upload other financial data without our intervention, resulting in the ability to view aggregate account holdings, instant account balances, insurance policy details, etc.
You and your advisor can communicate on-line and concurrently review portfolios, performances, analytics, forecasts, and financial plans.
Private Client Portfolios combine the best in institutional management with conflict free portfolios and highly competitive pricing features including tiered account size pricing and household aggregation to reduce fees.