MONARCH CAPITAL MANAGEMENT INC

Overview

Monarch Capital Management Inc is an independent registered investment adviser that focuses on portfolio management and financial planning for individuals, families and institutional clients. The firm runs a fee model that combines percentage-of-AUM billing with fixed fees and concentrates its active management around publicly traded equities and exchange-traded strategies. Monarch is not positioned as a capital allocator; when clients require exposure beyond liquid markets, the firm relies on third-party managers and pooled vehicles to provide access to alternative strategies. Investment activity shows a clear tilt toward equity exposure, with a preference for exchange-traded equities as the principal implementation vehicle. Monarch offers separately managed accounts and institutional portfolio management alongside comprehensive financial planning. The firm does not identify as an active ESG investor and is organized as an owner-operated corporation that has been SEC-registered since 1994.

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