Strategies

Strategy Name:

Management Type:

Portfolio Classification:

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
59	Tactical Allocation Models	Tactical & Buffered	Global Asset Allocation	$5,000	Managed Acct.	View

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Strategies

Strategies

Strategies

Ambassador Income

MAMB/ Monarch Ambassador Income ETF

Blue Chips

MBCC/ Monarch Blue Chips Core ETF

Blue Chips Elite

Core

Core - American Funds®

Core - First Trust®

Dividend Plus

MDPL/ Monarch Dividend Plus Index ETF

Multi-Strategy

Opportunity Income

ProCap

MPRO/ Monarch ProCap ETF

Sector Alpha

Select Subsector

MSSS/ Monarch Select Subsector Index ETF

Small Account Model (SAM)

Tactical Allocation Models

Volume Factor Dividend Tree

MVFD/ Monarch Volume Factor Dividend Tree Index ETF

Volume Factor Global Unconstrained

MVFG/ Monarch Volume Factor Global Unconstrained Index ETF

Strategies

Strategies

Strategies

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