Carmel, IN – According to filings with the U.S. Securities and Exchange Commission, Monument Ventures is raising $100,000,000.00 in new funding. Sources indicate as part of senior management President, Matthew Mohlman played a key role in securing the recent investment and it will aid in aggressively expanding the company, as well as broaden and accelerate product development.

About Monument Ventures
Monument Ventures provides innovative solutions for investment advisers, CPAs and financial professionals to better serve their clients. Monument is a unique array of tools for enhancing the overall financial picture of a client. Monument strives to be a true differentiator for the adviser. It is designed to create value for the client outside of your investment management. As shrinking investment fees and passive index investing continue to compress the advisory business, Monument provides a unique array of tools that allow the adviser to stand out from all others. As a prospect hears the same pitch again and again, the adviser can bring something truly different to a proposal. Due to its uniqueness, Monument creates a protective barrier around an advisers current business. A client may be tempted by the promise of higher returns and lower fees, but the unavailability elsewhere of these investment and planning tools should keep clients at home. A client cannot just go across the street and get this. These innovative tools are designed so that the client, adviser and Monument all benefit. With our structure, all interests are properly aligned. Monument takes what you and your client are already doing and makes it better. It is a smarter way to put a portfolio and financial planning to work.

To learn more about Monument Ventures, visit http://monument.ventures/

Contact:
Matthew Mohlman, President
312-505-8597
matthew@monument.ventures
https://www.linkedin.com/in/matthewmohlman/

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