Monograph is a Southern California-based, employee owned independent advisor serving a nationwide clientele.

We operate on a transparent fee structure that gives our clients unconstrained product and service access while minimizing any potential conflicts of interest.

• Typical client wealth ranges from $30m to $500m 

• Targeted client to professional ratio of 10:1 

• Engaged with a select group of families and institutions

• We are fiduciaries who put our client’s interests first