Monarch Capital Management Inc.
Monarch Capital Management Inc. (CRD# 106244) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $395,756,108 in 250 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management396MILLION
Total Number of Accounts250ACCOUNTS
Average Account Value$1,583,024
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IN, TX
George Donner (CRD# 3109401) is an Investment Advisor Representative working at Monarch Capital Management Inc. in Fort Wayne, IN and has over 22 years of experience in the finance industry.
Noel H. Knox, JD/MBA (CRD# 4714966) serves individuals and families as a consultant, advisor, and fiduciary.
I consider my work a craft and my passion. I’m devoted to expertly engaging, advising, and assisting my clients in investment, trust, and most all life matters. Simply put, life can get complex, and I help my clients figure things out.
My promise and commitment to each of my clients is that I will devote as much time and effort as it takes for them to achieve and maintain their financial peace of mind.
Early in my professional career I worked for major Midwestern banks in Columbus, Dayton, and Cincinnati, Ohio, holding responsibilities such as Senior Vice President and Regional Trust Executive, head of Personal Trust and Foundation and Endowment Services, Executive Vice President of an investment advisory firm and Senior Vice President in charge of investment management and trust services. In late 2005 I joined Monarch Capital.
Rural northeast Indiana was my birth place and childhood home, but I travelled west for a liberal arts education focusing my attention on East Asian language, social and cultural studies. After college and before full time graduate studies I worked and lived for two and a half years in Japan. Later, I earned an M.B.A. from the Indiana University Graduate School of Business as well as a J.D. from the Indiana University School of Law. Soon after starting my professional career I participated in and graduated from Leadership Columbus (Ohio).
Currently, my community involvement includes serving as a member of the governing boards of the Allen County Indiana Bar Association, Inc. (and as Treasurer), The Heartland Chamber Chorale, Inc., The Friends of the Parks of Allen County, Indiana, Inc., and the Dave Hefner International Exchange Fund. I’m a participating member of the Fort Wayne Estate Planning Council, the Planned Giving Council of Northeast Indiana, and the Rotary Club of Fort Wayne. I also founded Fort Wayne CoderDojo, serve as a member of the Indiana Tech Law School Board of Visitors, and am a Director Emeritus of Fort Wayne Sister Cities International, Inc.
David Meyer (CRD# 2519448) is an Investment Advisor Representative working at Monarch Capital Management Inc. in Fort Wayne, IN and has over 26 years of experience in the finance industry.
John Meyer (CRD# 2164267) is an Investment Advisor Representative working at Monarch Capital Management Inc. in Fort Wayne, IN and has 1 year of experience in the finance industry.