Private Wealth Management

Monroe Capital Partners is an independent wealth management firm providing asset management and advisory services for affluent families, non-profits and endowments.  Our firm’s objective is to provide highly customized investment management to those with portfolios that require the attention of a disciplined, experienced and trusted advisor. Monroe Capital understands the inherently complex needs of high net worth investors.  We use our experience and disciplined investment management process to build the customized portfolios our clients deserve.  It is what we do, and we do it well.

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We believe it is critical to provide our clients advice and communication that is unbiased and service focused.  We follow time-proven strategies while using no proprietary products or vehicles.  Our firm has an open architecture platform that not only provides each client with today's state of the art investment technology, but also ensures that our platforms keep up with the markets of tomorrow.