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
September 21, 2018
Moneta Ranked #4 Nationally by Barron’s
Download the PDF SEPTEMBER 2018—Moneta is proud to announce their recognition of being in the top five independent Registered Investment…
September 19, 2018
[Investment Monthly] ARE EMERGING MARKETS WORTH THE RISK?
Download the PDF Here While many investors are satisfied with domestic equity markets given year-to-date returns, emerging markets (EMs) have…
August 20, 2018
[Investment Monthly] IS THE YIELD CURVE TRYING TO TELL US SOMETHING?
Download the PDF here One of the things that financial professionals have watched closely this year is the shape of…