Blue Monarch Financial Inc.

Overview

Blue Monarch Financial Inc. is an independent registered investment adviser that positions itself as a fee-based portfolio manager and insurance broker serving individual and family clients. The firm charges a percentage-of-AUM fee and identifies as a capital allocator that uses third-party managers when appropriate, including a formal activity of selecting other advisers for client portfolios. Its advisory mandate is concentrated on portfolio management for individuals and small businesses rather than institutional pension consulting. Blue Monarch does not report active ESG investing as part of its stated approach.

Assets & Accounts

Investments & Alternatives