Pioneering a Strong Future for Strategic Investments

For over thirty years, and with a 95% retention rate, we understand what it takes to help clients like you retain your capital, and then grow it.

“I trust them. I deem them highly, highly competent, and, they have been true to their mission from day one.”

“They can take an 80 page report full of statistics and modeling, and they can walk me through that same book in 30 minutes before we have the call with the committee, and prep me for those meetings in a way that my own CFO can't do, which gives me that confidence to go to that meeting.”

“The reason why our investment committee stays with them is results.”

“They've done a really good job managing our plan. And they're really great to work with.”

These testimonials and or endorsements were given by current clients, who receive our standard advisory services. There was no compensation, either cash or non-cash, provided for the testimonial or endorsement.

What makes Monroe Vos different?

In a word: integrity. It’s how we’ve built our business — from our fee structure to our management style to our strategic guidance. Let’s set up a meeting, and we’ll show you what that will look like for you.