Doing what is in the best interest of our clients is a Moneta Group core value, and the driving principle behind every decision made here at our firm. With this in mind, it was no surprise when Moneta Group CEO Gene Diederich was asked by Charles Schwab to participate in its “RIA Stands for You” video campaign. The series of videos outlines for investors the differences between working with an RIA (Registered Investment Advisor) and a broker/dealer. Click on the link below and see what Gene and some other industry leaders have to say about non-conflicted advice, transparent fee structures, personal relationships and their passion for their clients’ financial wellbeing.
To see the videos, click here.
Schwab also created some collateral print materials to complement the videos, which can be found here: