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 |
