Northern Monarch Capital LLC

Katie Rosenthal is a Series 65-licensed advisor at Northern Monarch Capital LLC with one year of industry experience. Prior to joining Northern Monarch, she held roles at IPG MediaBrands and Amazon. Outside of her advisory work, she serves as Media Director for Campfire Collective, managing offline media. Northern Monarch Capital LLC provides asset management and consulting services to retirement plans, institutional clients, and others, utilizing ETFs, mutual funds, and equities. The firm offers discretionary and non-discretionary account management, financial planning, and limited-scope ERISA 3(21) fiduciary services.

Troy Colby is a financial advisor at Northern Monarch Capital LLC with 11 years of industry experience. He holds the Series 65 designation and previously worked for Sabin Investment Management, Inc. for 10 years before joining Northern Monarch Capital in 2024. Northern Monarch Capital LLC provides asset management and consulting services to retirement plans, institutional clients, and others. The firm constructs portfolios using exchange-traded funds, mutual funds, and equities, and offers investment menu design and oversight, including limited-scope ERISA 3(21) fiduciary services for qualified and non-qualified retirement plans.

Scott Smith is a financial advisor at Northern Monarch Capital LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sabin Investment Management, Inc. for 16 years before joining Northern Monarch Capital in 2024. Northern Monarch Capital LLC provides asset management and consulting services to retirement plans, institutional clients, and others, offering portfolio construction using exchange-traded funds, mutual funds, and equities. The firm supports plan sponsors with investment menu design and oversight and offers limited-scope ERISA 3(21) fiduciary services.

Allen Woodard is a financial advisor at Northern Monarch Capital LLC with 15 years of industry experience. He previously worked at Sabin Investment Management, Inc. for 14 years before joining Northern Monarch Capital in 2024. Woodard holds a Series 65 designation. Northern Monarch Capital LLC provides asset management and consulting services to retirement plans, institutional clients, and others, with a focus on portfolio construction using ETFs, mutual funds, and equities. The firm offers discretionary and non-discretionary account management along with limited-scope ERISA 3(21) fiduciary services and financial planning on an hourly basis.