Watch Readings on consumer confidence will be released by the Conference Board and the University of Michigan (Tuesday and Friday) respectively. Watch the expectations readings to see if they reflect the recent strength of the equity markets, which appear to be...
Moneta financial advisors help retirement plan sponsors reduce their risks and improve investment decisions with live fiduciary training courses Moneta offers a broad and diverse set of specialized experts to help its clients navigate any financial complexity they...
Driven by her passion for promoting females in financial services, Nicole Bailey became Moneta’s youngest female Partner in January 2020. Nicole’s legacy as a dynamic advocate for females in financial services includes helping initiate major advancements in Moneta’s...
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) After a difficult March, equity markets stabilized and generally rallied during April, with most equity market segments posting double digit returns for the month. April provided welcome relief for...
Hello, everyone, and welcome to this month’s “Ask The CFP” segment. This month’s question is, “What is the best way to maximize my executive compensation package?” This is certainly complex and often requires individualized answers, but here are some areas to...
Forbes ranked Moneta Partner Diane Compardo 1st in Missouri and 40th in the nation on its 2020 list of the Top Women’s Wealth Advisors, marking her fourth consecutive year on the list. Of the 1,000 women ranked this year, Forbes featured her as one of six advisors...
Compardo, Wienstroer, Conrad & Janes at Moneta is proud to announce Small Business Monthly has named Matt Schaller one of its 2020 Top 100 St. Louisans You Should Know. Matt Schaller brings more than a decade of experience in the financial services industry to...
We are pleased to announce the Compardo, Wienstroer, Conrad & Janes Team has two advisors named to Forbes’ 2020 Best-In-State Wealth Advisors List. Among advisors in Missouri, Managing Partner Diane Compardo was ranked 4th and Partner Mark Conrad was ranked 34th....
We know it’s a difficult time for everyone around the world, yet in these unprecedented times, we are encouraged by hope. As we work in new ways with our clients, colleagues, communities and families, we are inspired by being together through these trying...
Saving for a child’s college fund is no easy task. Some parents even joke about saving for college before their children are even born. So how can parents effectively save for college? Fox 2 News recently turned to Diane Compardo, managing partner and leader of the...
Moneta Group Investment Advisers, LLC intends to rely on the Order promulgated by the Securities and Exchange Commission under Release No. IA-5463 and updated by Release No. IA-5469 with regards to its annual filing of Form ADV. In addition, Moneta intends to rely on the Order with regards to the delivery of our Summary Brochure and ADV Part 2B Brochures as well. The SEC’s Order grants Registered Investment Advisor firms like Moneta temporary relief from reporting requirements that would otherwise be due amidst the business and everyday disruptions caused by the COVID-19 pandemic. Moneta takes its obligations and fiduciary responsibilities seriously, and intends to effectuate its filing and delivery as soon as is feasible given the circumstances.
WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?
Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.
Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.
The industry average is one advisor per 100 clients. The Kukla McGinnis Brown Team strives to deliver the highest level of service to our clients; therefore, we maintain a one-advisor-per-50-clients ratio. We are dedicated to investing in our team’s growth and future with a focus on developing the next generation of advisors. We work with simple and complex families and institutions in cities across the country. We are well situated to handle practically any of our clients’ various financial needs.
