Monument Wealth Management

Monument Capital Management, LLC, established in June 2012, is an investment advisor offering asset management and financial planning services. The firm's primary owners are David Armstrong and Dean Catino. Monument Capital Management provides asset management services involving continuous supervision of client accounts based on their financial situation and investment objectives. The firm actively monitors accounts, provides advice on buying, selling, and holding securities, and makes trades when necessary. Financial planning services cover various topics such as investment, retirement, insurance, tax planning, and estate planning. Monument Capital Management offers several investment programs, including ETF portfolios and individual stock portfolios. Clients must have a minimum asset value of $3,000,000 for investment advisory services. The firm charges a negotiable annual fee of up to 1.75% of assets under management. Monument Capital Management may recommend the use of structured notes and unaffiliated private investment funds, which involve certain risks. The firm uses fundamental, charting, cyclical, and technical analysis for investment strategies. Clients have the option to grant Monument Capital Management discretionary authority over their accounts. The firm has a business continuity plan in place to respond to significant disruptions. Monument Capital Management does not vote proxies on behalf of clients and does not initiate legal proceedings on behalf of clients regarding securities issues. The firm maintains a strict privacy policy to protect client information.