Private Client Portfolios

professional, sophisticated and unbiased

Professional Team

Ongoing Monitoring and Rebalancing

Unbiased Fund Selection Process

Low Cost, Fee-Based Accounts

Private Client Portfolios combine the highest principles and strategies of investing with advanced reporting and communication. We offer professional, sophisticated and unbiased portfolio management advice. Our portfolio managers, handpicked for their industry expertise, bring a proven, process-driven approach to portfolio construction and oversight, while operating independently of fund companies.


Reach your investment goals through the benefits of a Private Client Portfolio

  • Professional portfolio construction and investment selection process.
  • Continuous monitoring by a professional third-party portfolio manager with periodic re-balancing.
  • Secure online access to your account holdings, with consolidated tax and account reporting.
  • Lower fees and transparent pricing with discounted fees as your account size increases.

We bring you:

  • Professional portfolio construction based on your goals and investment objectives.
  • Performance monitoring and regular re-balancing to ensure your investments stay on track.
  • Strategic asset allocation to give a portfolio just the right balance between risk and return.
  • Diversification to enhance opportunities for consistent performance over the long run.

Disclaimer: Mutual funds are provided through Monarch Wealth Corporation. Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the fund facts before investing. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated.

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