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 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 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 | $150,000 | Managed Acct. | View |
26 | Multi-Strategy | Multi-Strat | Multi-Strategy Allocation | $25,000 | Managed Acct. | View |
31 | Opportunity Income | Dynamic | Core Fixed Income | $25,000 | Managed Acct. | View |
32 | ProCap | Dynamic | Domestic Asset Allocation | $250,000 | Managed Acct. | View |
35 | MPRO/ Monarch ProCap ETF | Dynamic | Domestic Asset Allocation | — | ETF | View |
36 | Sector Alpha | Dynamic | Sector Rotation | $25,000 | Managed Acct. | View |
40 | Select Subsector | Dynamic | Subsector Rotation | $25,000 | Managed Acct. | View |
43 | Small Account Model (SAM) | Strategic | Global Asset Allocation | $5,000 | Managed Acct. | View |
44 | Volume Factor Dividend Tree | Tactical | Domestic Equity | $150,000 | Managed Acct. | View |
45 | Volume Factor Global Unconstrained | Tactical | Global Unconstrained | $150,000 | Managed Acct. | View |