Terms of Use

Moneta Group Investment Advisors, LLC is required by law to disclose all pertinent information regarding the firm’s operation on Form ADV Part 2A, the Disclosure Brochure; this document is updated at least annually and offered to all clients. Complementary copies are available to our clients upon request.

DISCLAIMER: This Website is for informational purposes only and does not constitute a complete description of our investment advisory services. This Website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where Moneta Group Investment Advisors, LLC has made notice filings or where an exemption or exclusion from such filing exists. Information throughout this site, whether charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources that we believe are reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this Website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY “LINKED” WEBSITE.

Rankings, ratings, or lists, and/or recognition by unaffiliated rating services and/or publications, whether highlighting specific advisors of Moneta or Moneta itself, are not indicative of performance and should not be construed as a guarantee of future investment success, nor should they be construed as a current or past endorsement of Company by any of its clients.