ST. LOUIS—June 3, 2014— Clayton-based Moneta Group, a provider of financial advice to successful families and businesses, has been presented with both the 2014 Trusted Advisor Award and the 2014 Top Trusted Advisor Award in recognition of support of National Advisors Trust Company (NATCo), FSB.
The awards were given for being in the top quadrant of revenue generated by all member firms of the trust company in 2013, and for being one of the top four generating firms.
“We are grateful for Moneta Group’s support,” said James Combs, CEO of NATCo in a letter to Moneta Group. “It represents an important contribution to National Advisors Trust’s ability to continue to grow and advance the services, technology and programs we provide to our shareholder firms.”
Moneta Group is the fourth largest 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.
For more information about Moneta Group, please visit monetagroup.com.
About Moneta Group, LLC
Headquartered in Clayton, Missouri, Moneta Group through its investment advisory subsidiary Moneta Group Investment Advisors, LLC, provides financial advisory services to successful families and businesses. Founded in 1869, the firm’s primary role is serving as a fiduciary for our clients. We help our clients negotiate the many complexities encountered in managing their financial affairs. Advice is provided across a broad range of topics including investment management, retirement planning, estate planning, risk management, business succession planning, income tax planning, employee compensation planning and education funding. As of December 31, 2013, the firm manages $13 billion in assets on behalf of its clients. For more information on Moneta Group, visit monetagroup.com.