Tomorrow’s investors want to store up treasure where it can make a difference for freedom, innovation, principles, and community. Monument Ventures shows the path toward making an impact while making a profit.
Monument Ventures provides investors and financial professionals with breakthrough strategies to strengthen their performance and focus on what matters. Our unique approach is the future of finance: higher value from different priorities and shared principles. Our custom-engineered tools can strengthen portfolios and free discerning clients to invest boldly in that future.
The strength of our financial tools empowers our client network–the Monument Ventures alliance—to build the future of finance and enrich the future of our society.
First modern mutual fund was inaugurated
First hedge fund began buying stocks and deploying short sales
First passive index fund debuted
Passive index funds became available to individual investors through ETFs
Today’s smartest investors have noted that corporate finance is feeding political ideology and virtue signaling, not principles or community. Monument Ventures wants to connect those investors with change-makers, builders, and entrepreneurs who share the same fundamental values.
Our vision to restore an economy that improves lives and inspires action requires a dedicated core of investors, advisers, and business leaders. Together, our alliance seeks to transform the financial services industry into an engine of change.