The
Power
of:
The Power of Innovation
METHODOLOGY
Our dynamic approach to investment management creates a methodology that attempts to give investors robust exposure to traditional & non-traditional asset classes and allows our portfolio management team to be opportunistic in the process.
Our Index Team has extensive experience developing a wide range of investment strategies and products that can help all types of investors meet their financial objectives.
The Power of Ingenuity
UNIQUE OPPORTUNITY
Monarch ETFs are “passive” funds, which means they seek to match an established market index, and their performance is measured by how effectively it replicates this chosen index. To that end, Monarch ETFs present a unique opportunity to attempt to combine the best aspects of both conservative and aggressive investing.
Monarch ETFs employ fully objective and proprietary investment models. These models are continually subject to rigorous analysis of all relevant data in an effort to determine the current phase of the economic cycle and the optimal allocations for each strategy.
The Power of Transparency
ACCESS TO INFORMATION
Transparency, as it applies to ETFs, means that investors can readily access information about a fund's holdings — you can see a listing of the group of companies you're purchasing when you buy a fund share.
ETFs have a high degree of transparency because they generally disclose their holdings daily, which means investors can rest assured that holdings remain consistent and don't stray from the funds' intended strategy.
OUR INNOVATIVE INVESTMENT APPROACH IS CHANGING THE FACE OF THE FINANCIAL INDUSTRY.
SCOTT MARTIN
INDEX SPECIALIST
