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

The Power of Flexibility

Advantages of ETFs
Diversification

ETFs can follow any sector that an index can track. This means investors can diversify their investments and gain exposure to a specific industry or market.

Liquidity

ETFs maintain liquidity, which allows investors to move into and out of positions as desired. They can trade just like equities on the stock market, but with a higher level of diversity.

Fewer Fees

Since there is only one transaction per trade, investors avoid accumulating fees that occur when making basket orders.

Potential Tax Benefits

With ETFs, capital gains are not realized until the sale of assets, so investors can effectively choose when they make payment. Investors will still pay taxes on ETF dividends as they are distributed, however.

Transparency

ETFs are required to publish the list of assets in the fund daily, which means investors are more informed about the products in their portfolio.

Timely Dividends

ETFs distribute dividends as a stock would, and investors may receive regular dividend payments.

Our Funds

MAMB

MONARCH AMBASSADOR INCOME ETF

MBCC

MONARCH BLUE CHIPS CORE ETF

MPRO

MONARCH PROCAP ETF

Resources

MAMB

MBCC

MPRO

Contact

111 W. Jackson Blvd, Suite 1140
Chicago, IL 60604

P: 312-767-6009

E: info@monarchfunds.com

©2021, Monarch Funds LLC (“Monarch”).

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