AULL & MONROE, INC. Information

Aull & Monroe is a fee-only investment advisor registered with the Securities and Exchange Commission (SEC) and is a fiduciary under the Employee Retirement Income Security Act (ERISA) of 1974. We offer comprehensive asset management of taxable and tax-deferred accounts for those investors interested in benefitting from actively managed, individualized portfolios. We work with our clients throughout the various cycles of your life to insure that your investments and risk allocation at any given time are in line with your future goals and current needs. Services Offered to Our Clients:Comprehensive Asset Management of Taxable and Tax-deferred AccountsAsset Management for:High Net Worth IndividualsIndividualsTrustsCorporationsRetirement Plans: Pension and Profit Sharing PlansCharities and FoundationsAll client portfolios are managed on an individual basis and are not pooled with other clients' assets. It is our objective to tailor your portfolio in a way that best matches your financial outlook while also considering current economic, political and market indicators.