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
August 15, 2019
Does the recent treasury yield curve inversion signal an imminent recession and bear market?
Recent market activity has been both indicative of and a cause of increasing concerns. After reaching a record high in…
August 9, 2019
Moneta ranks as a Top Workplace in St. Louis for sixth straight year
Repetition is no coincidence. Year after year, publication after publication selects Moneta to its list of best workplaces. For the…
August 5, 2019
Investment Report: Climbing the Wall of Worry
By Bill Hornbarger, Chief Investment Officer at Moneta The first half of 2019 is in the books and the markets…