Policies and Disclosures

The following documents are available in pdf format, which requires Adobe® Acrobat Reader for viewing and printing. You may already have this installed on your computer. If not, please click here to link to Adobe’s Web site for the free download. If you do already have Adobe® Acrobat Reader on your computer, you need only click the links below to access the pdf files.

SEC Rule 606 Report

Please click here to view the pdf file of Monarch Capital Group’s SEC Rule 606 Report for the latest quarter. This report on the routing of customer orders is filed quarterly by Monarch Capital Group, in accordance with SEC requirements.

Business Continuity Plan

Please click here to view a pdf file of Monarch Capital’s Business Continuity Plan.

Relationship Summary

Please click here to view a pdf file of Monarch Capital’s Form CRS - Regulation Best Interest.