Pioneering a Strong Future for Strategic Investments
For over thirty years, and with a 94% retention rate, we understand what it takes to help clients like you retain your capital, and then grow it.
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.
Our Values
Transparency
You’ll know what we know.
Period.
Pioneering
From our fee structure to our client-centric approach, Monroe Vos is always on the front of industry changes.
Proactive
We don’t wait. If something needs to be done, we’ll have a plan and guidance to take you through it.
Insights
3rd Quarter 2020
The presidential election has not been decided yet but it looks like Biden will win. In the Senate it looks like the Republicans will
2nd Quarter 2020
The stay at home mandate started in March 2020 and continues in some states, as others have opened – some maybe a little early.
1st Quarter 2020
“Black Swan” events seem to always happen when we least expect them. Who would have thought that Saudi Arabia would cut oil production in
What to expect from Monroe Vos
1
We’ll meet with you to understand your goals, risk tolerances, and other key factors.
Next, we’ll give you an agreement, in writing, with everything spelled out.
2
And finally, we’ll meet with you every quarter, face to face, on the progress of your investment.
3
