A full spectrum of capital solutions.
From foundational portfolios to bespoke institutional mandates, every Monetrica service is built on the same disciplined investment philosophy.
Comprehensive solutions for every ambition.
Strategies engineered for measurable outcomes.
Four institutional-grade mandates. Calibrated by our investment committee. Backed by $487B AUM.
Conservative
Capital preservation with steady income
- Investment-grade bonds & treasuries
- Monthly performance reporting
- Capital protection priority
- Quarterly rebalancing
Projections based on midpoint target return. Past performance does not guarantee future results.
Balanced
The institutional standard. Optimized risk-adjusted return.
- Diversified global equity & fixed income
- Tax-loss harvesting included
- Dedicated wealth advisor
- Bi-weekly portfolio reviews
Projections based on midpoint target return. Past performance does not guarantee future results.
Growth
Aggressive appreciation across high-conviction sectors
- Active equity & alternatives access
- Private equity co-investments
- Senior advisor + analyst team
- Weekly market intelligence briefs
Projections based on midpoint target return. Past performance does not guarantee future results.
Institutional
Bespoke mandates for family offices and institutions
- Fully bespoke investment mandate
- Direct trading desk access
- Custom risk overlay & hedging
- Concierge banking & estate planning
Projections based on midpoint target return. Past performance does not guarantee future results.
All mandates are managed by Monetrica Capital's investment committee under SEC, FCA, and MAS regulatory oversight. Returns are net of fees. Capital at risk.