Strategies

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

Strategies

Dynamic
Alternative Fixed Income
Min Investment: $250,000
Managed Acct.
Resources
Dynamic
Large Cap Core
Min Investment: $250,000
Managed Acct.
Resources
Dynamic
Large Cap Growth
Min Investment: $250,000
Managed Acct.
Resources
Strategic
Global Asset Allocation
Min Investment: $25,000
Managed Acct.
Resources
Strategic
Global Asset Allocation
Min Investment: $25,000
Managed Acct.
Resources
Strategic
Global Asset Allocation
Min Investment: $25,000
Managed Acct.
Resources
Dynamic
Large Cap Value
Min Investment: $150,000
Managed Acct.
Resources
Multi-Strat
Multi-Strategy Allocation
Min Investment: $25,000
Managed Acct.
Resources
Dynamic
Core Fixed Income
Min Investment: $25,000
Managed Acct.
Resources
Dynamic
Domestic Asset Allocation
Min Investment: $250,000
Managed Acct.
Resources
Sector Rotation
Global Asset Allocation
Min Investment: $25,000
Managed Acct.
Resources
Strategic
Dynamic
Min Investment: $25,000
Managed Acct.
Resources
Strategic
Global Asset Allocation
Min Investment: $5,000
Managed Acct.
Resources
Strategic
Tactical
Min Investment: $150,000
Managed Acct.
Resources
Strategic
Tactical
Min Investment: $150,000
Managed Acct.
Resources

How to access this strategy?

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