COMPARDO, WIENSTROER, CONRAD & JANES
WHY WORK WITH US
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.