Monarch Funds

07/17/2026

07/17/2026

Monarch Funds had the honor of ringing the Cboe Global Markets closing bell to mark a milestone worth celebrating: surpassing $1 billion in assets under management.

Thank you to the advisors, investors, partners, and team members who helped make this moment possible.

Yash Patel, CFA, Sean McGillivray, Jake Bauer, Mitch Ehmka, CFA, CIPM, Buff Dormeier, CMT, Neil Peplinski, Paul Arancio, Nathan Aardsma, Andrew Gosney, CPFA®, Timothy Lux, CFP®, CPFA®, Francisco Jimenez, Aaron Goranson, Dan Noonan, Tierra Jackson, Elizabeth Ramirez, Abigail Spencer, Anthony Locastro, Marc De Luise, Jett Zeimantz

Five years in. Still ringing.
https://monarchfunds.com/ambassador-income-etf

05/27/2026

Five years ago, Monarch Funds began where every great story does: with a vision… and pretty much nothing else.

And today? We’re proud to be celebrating $1 billion in AUM.*

Achievements like this only happen because people believed in what we’re building and backed us along the way. We’re incredibly grateful to everyone who has been part of this journey — our investors and partners alike.

So here’s to the last five years and to the many ahead 🥂

We’re deeply grateful for your trust, your support, and your role in helping Monarch reach this milestone.

*As of 4/8/2026

04/17/2024

In celebration of Monarch’s 3 year anniversary, we were presented with the opportunity to ring the opening bell at the CBOE on Tuesday, April 9th!

Learn more about Monarch Funds and our new ETF launches: https://bit.ly/3Pi3mhd

03/25/2024

Monarch Funds celebrates the third anniversary of its flagship funds on March 23, 2024.

• Monarch Ambassador Income Index ETF (MAMB)
• Monarch Blue Chips Core Index ETF (MBCC)
• Monarch ProCap Index ETF (MPRO)

Monarch Funds’ proprietary approach comes from the firm’s investment philosophy which combines robust fundamental analysis with a rigorous risk management approach to attempt to limit downside risk and protect investor capital. Investing involves risk. Distributed by Northern Lights Distributors, LLC. For Prospectus: https://bit.ly/3Pi3mhd

03/21/2024

Monarch Volume Factor Global Unconstrained Index ETF (MVFG) seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Monarch Volume Factor Global Unconstrained Index. The Fund’s proprietary volume factor ranking actively selects investments from a large universe of equity ETFs with U.S. or global exposure that cover a wide range of regions, styles, sectors, industries, and other investment factors.

To learn more: https://bit.ly/3Ve2Vbz

03/20/2024

Monarch Volume Factor Dividend Tree Index ETF (MVFD) seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Monarch Volume Factor Dividend Tree Index. By applying the proprietary Volume Factor ranking system to a qualified set of companies eligible for portfolio inclusion, MVFD attempts to be invested exclusively in the areas of the market that are garnering the most capital inflows and may be worthy for investment.

To learn more: https://bit.ly/3Tv541f

03/19/2024

The Monarch Select Subsector Index ETF (MSSS) seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Monarch Select Subsector Index. MSSS utilizes proprietary analysis of key economic data like sector profitability as a share of GDP to confirm a subsector’s economic position. As conditions change, the Fund attempts to properly adjust sector and subsector allocations based on the phase of the economic cycle.

To learn more: https://bit.ly/3VvFcnF