LARGE SCALE RESOURCES. ENTREPRENEURIAL INDEPENDENCE.

Yes, You Can Have Both.

Do More. Become an Advisor with Moneta.

Moneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your business to be part of something bigger. At Moneta, you benefit and grow from the dynamic resources of our large-scale platform, owned and built by advisors for advisors, while maintaining the freedom of an independent business owner.

Moneta teams operate independently, with their own P&L, but work alongside each other, sharing expertise, ideas and experience to better serve clients. Our entrepreneurial spirit is strong. Our institutional knowledge is empowering. We share a common vision and the resources to get us there.

Practice Management Model

FOUR KEY PILLARS

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Human Capital

Acquire, develop and organize the best talent with our recruiting team and Moneta University’s comprehensive career resources.

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Financial Management

Benchmark your team’s financial performance to understand strengths, weaknesses, opportunities and threats.

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Operational
Efficiency

Gain the advantage of centralized processes and resources.

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Strategic
Planning

Focus your team’s goals and strategies around a vision and value proposition.

Supported by Moneta’s Enterprise Service Team (EST)

Running the middle- and back-office of an RIA requires more time, cost and risk than ever. Moneta’s centralized Enterprise Service Team (EST) not only handles many of those challenges for you, but also maximizes efficiencies and differentiates your services. Our EST of nearly 80 industry professionals with specialized expertise is committed to providing a level of service that advisors can’t find anywhere else so advisors can do the same for their clients. We are uniquely qualified to design and deliver this platform. Our client service teams have worked together from a single location for more than 30 years. Now at 23 teams, our extensive experience and concentration of institutional knowledge gives us a powerful perspective on what clients want and advisors need.

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Investments

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Compliance

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Technology & Cybersecurity

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Marketing

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Human Resources & Talent Development

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Business Systems

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Back Office Support

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Accounting & finance

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Data Analytics

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Estate & Tax Consulting

Moneta Advisors

Moneta is an independent registered investment advisor (RIA). We are fiduciaries and 100% objective. We operate and advise clients without bias. We are backed by the resources, security and longevity of a large firm, but still maintain entrepreneurial independence across teams. We have the freedom to leverage a large and diverse set of solutions for our clients. We are a client-first firm–always.

Call Us

303-955-6884

Visit Us

200 Columbine, Suite 220,
Denver, CO 80206

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.

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.

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.

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.

Sports Are Our Passion.

Protecting athletes is our passion.

Together we create opportunities.