Monarch Capital Management Inc

Monarch Capital Management Inc, established on August 16, 1994, is a registered investment adviser specializing in managing client portfolios through equity and debt securities. The firm offers personalized investment strategies based on clients' needs, income considerations, and risk tolerance. Monarch operates on a discretionary basis, granting investment discretion to clients through a limited power of attorney. The firm also provides financial advisory services on various financial matters. Monarch follows a fiduciary standard, acting in clients' best interests and avoiding conflicts of interest. Fees for discretionary services are based on a tiered annual fee schedule, payable quarterly in advance. The firm manages over $409 million in client assets on a discretionary basis. Monarch does not charge performance-based fees and serves individuals, trusts, foundations, corporations, and pension plans. The firm reviews client accounts regularly and provides detailed quarterly reports. Monarch recommends clients custody assets with Pershing, TD Ameritrade, or Charles Schwab and may aggregate trades for efficiency. The firm has policies in place to ensure best execution and votes proxies for clients upon request. Monarch has no disciplinary history and does not engage in other financial industry activities or affiliations. The firm prioritizes client privacy and promptly corrects any trade errors that may occur in client accounts. Clients are informed about class action lawsuits related to securities held in their accounts.