MONARCH PLAN ADVISORS

Overview

Monarch Plan Advisors is an institutional-focused investment adviser that concentrates on pension consulting and related plan-level advice. The firm structures compensation through a mix of percentage-of-assets and fixed fees, reflecting a consulting model rather than a retail brokerage relationship. Its practice centers on deploying pooled public investment vehicles—primarily mutual funds and other public funds—to implement strategic and fiduciary solutions for retirement plans. Monarch does not identify itself as an active ESG investor and is not structured as a capital allocator to private managers in the public filings reviewed. Client work is oriented to plan sponsors and other institutional clients where the adviser provides plan-level guidance: asset allocation design, manager selection among public fund options, and implementation oversight. The adviser reports both discretionary and non-discretionary relationships, which aligns with a consulting footprint that can include delegated investment management as well as advisory-only engagements.

Assets & Accounts

Investments & Alternatives

Location & Offices