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...
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...
With the passage of the federal government’s latest stimulus package for the U.S. economy, we see signs that market stabilization may be on the horizon. To date, the federal government’s stimuli, both monetary and fiscal, appear to have buoyed markets over recent...
Historic and unprecedented market volatility in recent weeks has concerned investors wondering what to do now. In an interview aired on a local CBS station, Moneta’s Chief Investment Officer Bill Hornbarger reminded people to avoid panicking. “I would tell you...
Many estate plans need to be adjusted after the government made major changes to how retirement plans are accessed, taxed and distributed with the “Setting Every Community Up for Retirement Enhancement Act” (SECURE Act). This legislation carrying substantial...
Moneta’s Board of Managers unanimously approved Nicole Bailey, Bill Dickens, Travis Freeman and Brooke Hunady to be admitted to the firm as Partners, effective January 1, 2020. “These four have completed the Partner-in-Training program and met the rigorous...
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.
