MONETARY MANAGEMENT CORPORATION

Overview

Monetary Management Corporation is a small, privately owned advisory firm serving individuals, families and a limited number of business or institutional clients. The firm bills on a percentage-of-assets basis and also uses performance-based fees, which suggests it runs both traditional advisory mandates and incentive-linked strategies. Its stated advisory activities focus on portfolio management for individuals, small businesses and other institutions. Equities are the central focus of the investment program; the firm’s filing shows a clear preference for exchange-traded equities as the primary building block of client portfolios. Monetary Management Corporation also allocates to third-party alternative managers in real estate, commodities and oil & gas, and uses mutual funds and corporate debt as complementary instruments. The firm is not positioned as an ESG investor and does not report a multi-state adviser footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices