Our Expertise


Moneta Group’s approach to selecting investments is different from traditional financial service providers. An experienced in-house investment department, unmotivated by commissions, provides expert objective advice based upon what is in your best interest.

Based on Modern Portfolio Theory, your Moneta Family CFO will help you construct unique asset allocation strategies specifically tailored for your portfolios. The allocation will take into consideration your time horizon and level of risk tolerance. Moneta Group will provide ongoing review of your asset allocations and recommend appropriate changes. We also provide the rebalance discipline necessary to help you capitalize on the inherent volatility of the financial markets.

Our Process

An experienced investment department led by our chief investment strategist, which includes a fixed income trader, seasoned investment analyst and alternative investment expert, follows a disciplined, objective process to identify and select investments and investment managers best suited to your portfolios. Our process includes both quantitative analysis and qualitative evaluation which often includes personal interviews and visits with potential investment managers.

Investment department recommendations are reviewed by Moneta’s Investment Committee prior to final approval.

Having a dedicated investment department in-house allows your Moneta Family CFO to focus on your specific portfolio and the other key aspects of your financial life.