Our Expertise

Institutional Consulting

btn-goto-monetainstMoneta Group Institutional Consulting Services offers a variety of solutions for your company and company employees, delivered in a collaborative manner and designed to identify challenges and develop practical, simplified solutions that fit your company’s goals and objectives.

Whether managing retirement plans, building business succession plans, providing tax services or assisting with executive compensation arrangements—we are proud to provide top-notch, creative answers and advice for our business clients with institutional consulting needs.

We specialize in the following services:

  • Qualified Retirement Plans
  • Pension Plan Asset Management
  • Endowments and Foundations

For information about the full depth and breadth of our services, please visit the Moneta Institutional website.