Monetary Management Corporation

Monetary Management Corporation is a registered investment advisor established in 1995 by W. Stevenson Browne. The firm specializes in providing individual account investment management primarily focused on equities. As of December 31, 2024, the firm manages assets totaling $22.6 million on a discretionary basis across various investment strategies, with the primary strategy representing $12.0 million. Additionally, the firm provides trading signals for approximately $1.7 million at other investment advisors. For investment management services, clients can choose between a straight management fee of 0.5% per quarter or a combined management and performance-based fee structure. The firm also offers recordkeeping services at a fee of 0.40% per year. Clients are required to grant discretionary authority for the firm to manage their assets, with a minimum of $100,000 for discretionary clients. Monetary Management's investment strategies include Multi Cap Earnings Growth Long Portfolio, High Yield Dividend Portfolio, Market Neutral Portfolio, and Multi Cap Earnings Growth Hedged Portfolio. The firm's stock selections are based on fundamental formulas developed by Mr. Browne, with a focus on earnings and earnings forecasts. The firm follows a Code of Ethics prohibiting placing their interests before clients and engaging in fraudulent practices. They also disclose any disciplinary information and provide supervision by Mr. Browne. Clients are encouraged to review the detailed fee structure, investment strategies, and risk factors outlined in the brochure for a comprehensive understanding of the firm's services.