BLUE MONARCH FINANCIAL INC.

Overview

Blue Monarch Financial Inc. operates as a small, adviser-owned corporate RIA that combines portfolio management for individuals and small businesses with insurance brokerage. The firm positions itself as a capital allocator—selecting third-party managers when appropriate—while charging clients on a percentage-of-AUM basis. Its client base is concentrated on individual and family relationships rather than institutional or pension work. Blue Monarch does not identify as an active ESG investor and reports advisory activities that include both direct portfolio management and the selection of other advisers.

Assets & Accounts

Investments & Alternatives

Location & Offices