Monarch Wealth Systems Inc.
Financial ServicesView the employees at
Monarch Wealth Systems Inc.-
johnie minica Financial Services Professional
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Castroville, Texas, United States
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Rising Star
Dan Krause Firefighter at Milw fire dept-
Milwaukee, Wisconsin, United States
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Rising Star
Shreya Sachdev Back Office Administrator at Monarch Wealth Systems Inc.-
Rising Star
Matthew Ramadan Certified Financial Planner at Spear Financial Management-
Rising Star
Eric Tipper Certified Financial Planner®/Vice-President at Tipper Financial Services Ltd. and Financial Advisor at Monarch Wealth Corporation-
Belleville, Ontario, Canada
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Rising Star
Overview
Monarch Wealth Systems Inc. offers the mutual fund channel access to the industry’s first cost-effective fee-based account program along with state-of-the-art model portfolio capability. Our innovative platform is the first of its kind in Canada to offer freedom of choice in portfolio design and underlying fund selection. The Platform is a service solution, rather than a product offering, and is completely free of proprietary product constraints. As a customizable solution, advisors are able to create model portfolios with the mutual funds and third-party portfolio consultant(s) of their choice. The Platform's core service is to provide advisors with cost effective, fee-based, and fully transparent account capability that they can, in turn, provide to clients. Optional services include portfolio modeling and rebalancing as well as professional third-party portfolio manager consulting services (which includes model portfolio monitoring). “Advisor Alpha - Process Powering Advice"
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