LARGE SCALE RESOURCES. ENTREPRENEURIAL INDEPENDENCE.
Yes, You Can Have Both.
Do More. Become an Advisor with Moneta.
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
Human Capital
Acquire, develop and organize the best talent with our recruiting team and Moneta University’s comprehensive career resources.
Financial Management
Benchmark your team’s financial performance to understand strengths, weaknesses, opportunities and threats.
Operational
Efficiency
Gain the advantage of centralized processes and resources.
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.
Investments
Compliance
Technology & Cybersecurity
Marketing
Human Resources & Talent Development
Business Systems
Back Office Support
Accounting & finance
Data Analytics
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.
CONTACT US TO LEARN MORE