Strategies
| wdt_ID | Strategy Name | Management Type | Portfolio Classification | Minimum Investment | Product Type | Details |
|---|---|---|---|---|---|---|
| 1 | Ambassador Income | Dynamic | Alternative Fixed Income | $250,000 | Managed Acct. | View |
| 18 | MAMB/ Monarch Ambassador Income Index ETF | Dynamic | Alternative Fixed Income | — | ETF | View |
| 19 | Blue Chips | Dynamic | Large Cap Core | $250,000 | Managed Acct. | View |
| 20 | MBCC/ Monarch Blue Chips Core Index ETF | Dynamic | Large Cap Core | — | ETF | View |
| 21 | Blue Chips Elite | Dynamic | Large Cap Growth | $250,000 | Managed Acct. | View |
| 22 | Core | Strategic | Global Asset Allocation | $25,000 | Managed Acct. | View |
| 23 | Core - American Funds® | Strategic | Global Asset Allocation | $25,000 | Managed Acct. | View |
| 24 | Core - First Trust® | Strategic | Global Asset Allocation | $25,000 | Managed Acct. | View |
| 25 | Dividend Plus | Dynamic | Large Cap Value | $250,000 | Managed Acct. | View |
| 46 | MDPL/ Monarch Dividend Plus Index ETF | Dynamic | Large Cap Value | — | ETF | View |
| 47 | Multi-Strategy | Multi-Strat | Multi-Strategy Allocation | $5,000 | Managed Acct. | View |
| 48 | Opportunity Income | Dynamic | Core Fixed Income | $25,000 | Managed Acct. | View |
| 49 | ProCap | Dynamic | Domestic Asset Allocation | $250,000 | Managed Acct. | View |
| 50 | MPRO/ Monarch ProCap Index ETF | Dynamic | Domestic Asset Allocation | — | ETF | View |
| 51 | Sector Alpha | Dynamic | Sector Rotation | $250,000 | Managed Acct. | View |
| 52 | Select Subsector | Dynamic | Subsector Rotation | $250,000 | Managed Acct. | View |
| 53 | MSSS/ Monarch Select Subsector Index ETF | Dynamic | Subsector Rotation | — | ETF | View |
| 54 | Small Account Model (SAM) | Strategic | Global Asset Allocation | $5,000 | Managed Acct. | View |
| 55 | Volume Factor Dividend Tree | Tactical | Domestic Equity | $250,000 | Managed Acct. | View |
| 56 | MVFD/ Monarch Volume Factor Dividend Tree Index ETF | Tactical | Domestic Equity | — | ETF | View |
| 57 | Volume Factor Global Unconstrained | Tactical | Global Unconstrained | $250,000 | Managed Acct. | View |
| 58 | MVFG/ Monarch Volume Factor Global Unconstrained Index ETF | Tactical | Global Unconstrained | — | ETF | View |
