COMPARDO, WIENSTROER, CONRAD & JANES

WHY WORK WITH US

MEANINGFUL METRICS

Number of times CWCJ has been recognized as a top advisor in the U.S. by leading industry publications

Five-year client retention rate

Assets under Advisement (AUA) as of 12/31/19

YOUR SUCCESS = OUR SUCCESS

As a result of the trust clients have placed in us, CWJC is humbled
to be recognized by these leading national and local industry publications.

WHAT MAKES CWCJ DIFFERENT

SCALE – Our size, deep bench of highly-credentialed, diverse professionals, and a limited client base allows us to provide a truly comprehensive and robust client experience

STRUCTURE – Access to Moneta’s back-office support services allows us to spend our time where it matters most:  serving our clients

OBJECTIVITY – Clients trust that our fee-only advice is objective and unbiased, offered with their best interests in mind

CONTINUITY – Structured succession planning with a focus on multigenerational talent ensures we will be here to serve our clients for years to come

RESPONSIVENESS – In an industry that is becoming increasingly automated and impersonal, we make every effort to be immediately accessible to our clients (backed by a 24-hour response policy when necessary)

Moneta is certified by the Center for Fiduciary Excellence (CEFEX) as an fi360 company. CEFEX is an independent global assessment and certification organization that helps determine the trustworthiness of investment fiduciaries. CEFEX certification recognizes Moneta’s professionalism and assures clients that their investments are being managed according to commonly accepted best practices.

CONNECT

COMPARDO, WIENSTROER,
CONRAD & JANES

100 South Brentwood Blvd
Clayton, MO 63105
314-244-3377

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