Why Moneta?
0%
Employee Owned=
0%
free to invest in client experienceFamily CFO Client/Advisor Ratio
0 To 1
Moneta0 To 1
Industry standardRobust 0+ person infrastructure team
- providing resources unavailable at small firms
Client Retention Rate
Moneta at 0%
Objective, Unbiased Advice
Transparent, Fee-only* Compensation
Close personal attention of
0+Dedicated Client Teams
Learn what moneta can do for you
*Although neither Moneta Group, LLC nor Moneta Group Investment Advisors, LLC, receive commissions relative to the sale of insurance, certain of its employees are licensed insurance agents of third-party non-affiliated insurance companies and do receive commissions and other income from new and ongoing insurance policies.
Recent Articles
June 12, 2019
Father’s Day Finance Tips: How should your investment strategy change once you have children?
Parenting young children is no dad joke. Fatherhood brings an unbelievable mix of emotions – the most joy, stress, pride…
June 11, 2019
How tuning in to financial media can harm your investment portfolio
By Bill Hornbarger, Moneta CIO “Individuals who cannot master their emotions are ill-suited to profit from the investment process.” -Benjamin…
May 28, 2019
An Update on Liquid Alternatives
On December 16, 2008, the Federal Open Market Committee lowered the target Fed funds rate to 0% and this important…