CLIENT PORTAL

Your hub for the latest news and insights from your Moneta Team, alongside access to your account information. Your client portal formatting was recently updated. If you have any questions or concerns don’t hesitate to reach out to your Moneta Advisor.

RECENT ARTICLES

FA Magazine Honors Moneta Partner Nicole Bailey Among “Young Advisors to Watch”

May 29, 2020

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...

Stabilizing March Market Madness: What Will it Take?

Apr 1, 2020

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,...

The Coronavirus, The Market and Taxes

Mar 18, 2020

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...

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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.

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WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

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.

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WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?

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.

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Working with you, we design a meaningful strategy for giving back to the community based on a shared vision and family values.

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We outline the optimal path to preserve and grow assets across multiple generations.

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CLIENT PORTAL

RECENT ARTICLES

FA Magazine Honors Moneta Partner Nicole Bailey Among “Young Advisors to Watch”

Stabilizing March Market Madness: What Will it Take?

The Coronavirus, The Market and Taxes

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?

Working with you, we design a meaningful strategy for giving back to the community based on a shared vision and family values.

We outline the optimal path to preserve and grow assets across multiple generations.

We develop and implement the best plan to educate and encourage family members for generations to come.

We help determine the future role of the business in the family enterprise.

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Protecting athletes is our passion.

Together we create opportunities.