ST. LOUIS—June 1, 2015— Clayton-based Moneta Group, a provider of financial advice to successful families and businesses, has been selected as a winner of the 2015 Alternative Investment Awards, Best Financial Adviser – Missouri.
These awards are designated by AI Global Media Ltd from thousands of nominations for firms throughout the globe, ranging from small niche practices to large corporations. The selection is based upon votes received and further information gathered from the magazine’s in-house research.
Gene Diederich, Moneta Group’s CEO, says that the awards are an affirmation of the outstanding client service that Moneta provides. “This award pays homage to Moneta’s Investment Department and Principal Teams for going above and beyond in our Family CFO services – assisting Moneta clients with managing their investments, planning for the future, and providing sound advice in all areas of finance.”
In 2015, Moneta has received several additional awards, both locally and nationally. In March, Moneta was named one of the “Best Wealth Advisors” by Ladue News, to the St. Louis Business Journal’s Best Places to Work list, and as one of PlanAdviser Magazine’s Top 100 Retirement Plan Advisers. Also, in April, Moneta was named the Face of Wealth Management by St. Louis Magazine.
Moneta Group is ranked as the fourth largest independent Registered Investment Agency in the country, managing over $13 billion in assets. The independently-owned financial planning organization has been serving clients and their financial goals since 1869, helping them manage the multitude of financial issues they face in today’s complex financial world.
To read the full award magazine, click here (see Moneta’s write up on page 87).