• Simple, setup your account and Monarch places trades for you
  • Available for individuals, retirement, business and trust accounts 

  • Liquid and flexible investment, readily withdraw and add funds with proper notice

  • Transparency allows you to view your account balance online at any time

  • Wide diversification as Monarch fund invests in S&P 500 index

  • Potential tax advantages and affordable fees 

  • The strategy employs leverage and other methods to seek a market advantage

  • Licensed series 65 experienced stock option trader monitors your trades

  • Monarch is a Registered Investment Advisor


Monarch wants to offer clarity whenever possible. If you have any questions, please feel free to Contact Us.


Disclosures

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Monarch Wealth Management Group, LLC, and our editorial staff.  Monarch Wealth Management Group, LLC, offers Investment advisory services as a Registered Investment Advisor in the State of Illinois.  Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual adviser prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Illinois or where otherwise legally permitted.  The Standard and Poor’s 500 is an unmanaged, capitalization weighted benchmark that tracks broad-based changes in the U.S. stock market. This index of 500 common stocks is comprised of 400 industrial, 20 transportation, 40 utility, and 40 financial companies representing major U.S. industry sectors.  The index is calculated on a total return basis with dividends reinvested and is not available for direct investment. Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus. Past performance does not guarantee future results. 

There is substantial risk of loss in trading futures and options. Options are not suitable for all investors. We are not responsible for trades executed by users of this site based on the information included herein. The information presented on this website does not represent a recommendation to buy or sell stocks, options or any financial instrument nor is it intended as an endorsement of any security or investment. The information on this webpage is generic by nature and is not personalized to the specific situation of any individual. The user therefore bears complete responsibility for their own investment research and should seek the advice of a qualified investment professional prior to making any investment decisions. Performance results are based on model portfolios and do not reflect actual trading. Returns for both the model portfolios and the comparable benchmarks do not include dividends. Actual performance will vary based on a variety of factors, including market conditions and trading costs. Past performance is not necessarily indicative of future results.

Links to Other Sites: This site has links to other web sites as a convenience to our customers. These include links to web sites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another web site, you are subject to the privacy policy of that new site. 
  
When you follow a link to one of these sites neither Monarch Wealth Management Group, LLC, nor any agency, officer, or employee of the Monarch Wealth Management Group, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk. 

Chart Disclaimer: All charts are for illustrative purposes and not intended to be representative of any specific investment vehicle.  Past performance is not indicative of future results.

An investor participates in the Monarch Program by opening an account with the brokerage firm OptionsHouse (www.optionshouse.com) and signing an agreement that allows Monarch to trade the account. The investor remains in full custody of their account with the transparency to see balance and performance at any time. Only the investor may withdraw funds from the account following proper notice to Monarch.

The Monarch Program employs a proprietary investment strategy that utilizes options associated with SPY, a highly liquid ETF that tracks the S&P 500 Index. These options provide the leverage for enhanced performance while allowing for adjustments of risk in response to market fluctuations. Profits achieved with SPY options enjoy certain tax advantages. The Monarch Program is suitable for retirement accounts since it involves no trades that would be prohibited in such accounts.

Technical Overview

Program

The Monarch Investment Program is offered by Monarch Wealth Management Group, LLC. The Monarch Program emulates an S&P 500 index fund while seeking to outperform that index through the use of SPY options. An investment in the S&P 500 index provides broad diversification since it reflects an overall performance of the top 500 publicly traded stocks. The Monarch Program enjoys a similar sense of diversification. The financial industry uses the S&P 500 index as its benchmark measure of investment performance, and the Monarch Program has consistently performed well by this measure. See performance under the performance tab.

Summary of the Monarch Strategy advantages:​

Investor Accounts

Investment Strategy