Monroe Capital Partners is an independent wealth management boutique 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.

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.

VIDEO TOUR

MCP360 - PERSONAL FINANCIAL WEBSITE*

This video gives a preview of the benefits of having a Personal Financial Website and how your MCP360 will help you stay on top of your financial and investment picture through its advanced account aggregation and reporting features.

MCP360 Personal Financial Website Videos

Monroe Capital Partners

VIDEO TOUR

MCP360 - PERSONAL FINANCIAL WEBSITE

This tour provides an overview of the features offered through your MCP360 Personal Financial Website.  It briefly explains were the basic benefits of the site Organizer, Workshop, Cash Flow features, reports, and Document Vault.

MCP360 WEBSITE SECURITY

Protecting our clients' information is of the utmost importance.  That includes ensuring the security of information electronically transmitted or stored.  This video provides a brief overview of the security features and benefits of the MCP360 Personal Financial Websites.

          THOSE WHO KNOW WHAT THEY HAVE FAIR BETTER THAN THOSE WHO DON'T.

 

 

ROBO ADVISORS

WHAT"S THE PROBLEM

 

ROBO ADVISORS

WHAT THE PROBLEM

This video makes a vivid case that qualified financial advisors know their clients’ needs and goals far better than any computer program. Professional financial advisors use technology to enhance their expertise, not to replace it.

HOW TRUSTS WORK

OVERVIEW

 

HOW TRUSTS WORK

OVERVIEW

Trusts can manage how you leave assets to your family. This video shows how Trusts can create and preserve your legacy.

Financial Topic Summaries

These videos provide brief summaries of the features, benefits, and in some cases, the drawbacks of a variety of strategies, documents and products that are often used to achieve financial success.

THE POWER OF TRUSTS

AN EXCELLENT ESTATE PLANNING TOOL

 

 

ASSET MANAGEMENT

WHAT IS MOST IMPORTANT

 

ASSET MANAGEMENT

WHAT IS MOST IMPORTANT

Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.

THE POWER OF TRUSTS

AN EXCELLENT ESTATE PLANNING TOOL

There are a lot of ways to plan for the future. Trusts can help protect your assets so you can create a lasting legacy for the ones you love the most.

WILLS

EVERYONE SHOULD HAVE ONE

 

 

WILLS

EVERYONE SHOULD HAVE ONE

A Will can provide a financial roadmap for your family. This video shows what to know when preparing your own Will.

MCP360 University

Monroe Capital Partners

 

Products and services mentioned on these web pages may not be available for residents of certain states and are are intended for persons in the US only. Please consult the sales restrictions relating to the service in question. For further information, please refer to the Monroe Capital Partners, LLC (MCP) Disclosure Brochure Form ADV Parts 2A and 2B.  MCP's Form ADV Parts 2A & 2B, MCP Privacy Policy, and MCP Code of Ethics are available upon request.  MCP360 Personal Financial Website is powered by eMoney.com.

 

Capes Capital Management, Inc. (CCM) is an affiliated registered investment advisory firm.  CCM's Form ADV Parts 2A & 2B are available upon request.

 

 

© Monroe Capital Partners, LLC 2018. The Reversed M symbol and MCP are among the registered and unregistered trademarks of Monroe Capital Partners, LLC. All rights reserved.