ST. LOUIS—November 22, 2016—Moneta Group Investment Advisors, LLC (Moneta Group), is proud to announce that it has obtained certification from the Center for Fiduciary Excellence (CEFEX), an fi360 company.
Moneta Group is a wealth management firm that specializes in providing financial and investment advice as a fiduciary to pension and retirement plans, individuals, families, and institutions. The firm, which has been in business since 1869, is proud to be a leader among Registered Investment Advisories (RIAs), consistently ranking as one of the top providers in not only Missouri, but in the nation.
CEFEX is an independent global assessment and certification organization that helps determine the trustworthiness of investment fiduciaries. CEFEX certification recognizes Moneta’s professionalism and assures clients that their investments are being managed according to commonly accepted best practices.
“Being a fiduciary to our clients means we act only in our client’s best interests and always put their needs first. This really is in total alignment with Moneta’s most sacred core value,” says Thomas O’Meara, Managing Partner of Moneta Group. “We are very pleased to have an independent ‘seal of approval’ that reinforces our commitment in this very important area. We’re a fiduciary and this designation proves it!”
“The certification process involved an extensive examination of our procedures in the areas of portfolio management and investment due diligence, along with staff interviews and an assessment of operational data,” explains Nathan Howard, Chief Compliance Officer at Moneta. “It was a very thorough external audit and we are proud to see our core values recognized by an organization as well known and respected as CEFEX.”
Moneta Group’s certification can be viewed at www.cefex.org. A full copy of the standards utilized by CEFEX can be downloaded at www.cefex.org and a summary can be viewed by clicking on Moneta’s online CEFEX certificate.