MONEX ASSET MANAGEMENT, INC.

Overview

Monex Asset Management, Inc. is a corporate-structured investment adviser that registered with the SEC in 2021. Ownership is listed as a mix of foreign entity and individual ownership. The firm serves both individuals and families as well as institutional clients, and it provides portfolio management for retail, small business, and institutional accounts. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Monex is also identified as operating an insurance brokerage business and maintaining an affiliation with a broker-dealer. The firm signals a clear tilt toward traditional fixed-income management rather than ESG-driven strategies — it is not flagged as an active ESG investor. Monex is not classified as a capital allocator and is not designated as a pension consultant or family office. Its advisory footprint is described as focused on portfolio management rather than multi-state advisory regulatory registration.

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