FINANCIAL ADVISORS FOR LIFE'S BIG DECISIONS
We help successful families and individuals secure their current financial wealth and plan for the future they imagine. Moneta is an independent registered investment advisor (RIA). We are fiduciaries and 100% objective. We operate and advise clients without bias. We have the freedom to leverage a large and diverse set of solutions. As a result, our clients get unique solutions, specific to their needs and goals.
FIDUCIARY AT ALL TIMES
big firm resources. PERSONALIZED attention.
Moneta is a $23 billion in Assets Under Management (AUM) firm. You can have both the personalized attention you deserve, but also backed by the resources, security and longevity of a large firm. Yes, you can have both.
100%+ more resources per client
48 to 1 Moneta Family CFO Client to Advisor ratio vs. 100 to 1 industry standard.
Robust 70+ person infrastructure team providing resources unavailable at small firms.
Close, personal attention of 20+ dedicated Client Teams.
97% Retention rate among Moneta Clients.
NEWS & PERSPECTIVES
Aoifinn Devitt | Chief Investment Officer Second Quarter 2021 Five Considerations Impacting the Remainder of 2021 Vaccine Rates and Reopening: As...
How should investors manage their portfolio’s asset allocation within the context of high equity performance and current low-yield environment? In a...
ST. LOUIS OFFICE
100 South Brentwood Blvd
St. Louis, MO 63105
(314) 862-6139 (FAX)
KANSAS CITY OFFICE
1900 Shawnee Mission Parkway
Mission Woods, KS 66205