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.
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.
You’ll know what we know.
From our fee structure to our client-centric approach, Monroe Vos is always on the front of industry changes.
We don’t wait. If something needs to be done, we’ll have a plan and guidance to take you through it.
What to expect from Monroe Vos
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.
And finally, we’ll meet with you every quarter, face to face, on the progress of your investment.