Moneta Group Investment Advisors, LLC is required by law to disclose all pertinent information regarding the firm’s operation in an annual Summary Disclosure Statement on a yearly basis. Complementary copies are available to our clients upon request.
DISCLAIMER: This Web site is for informational purposes only and does not constitute a complete description of our investment advisory services. This Web site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where Moneta Group Investment Advisors, Inc. has made notice filings or where an exemption or exclusion from such filing exists. Information throughout this site, whether charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we believe are reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this Web site should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY “LINKED” WEB SITE.
Protecting our clients’ privacy is very important to us. We want you to know what information we collect from our clients and how we use it. The following is the policy to which all Moneta Group LLC employees adhere for the collection and use of your nonpublic personal information.
What information is collected?
We collect “personally identifiable information” and “automatic information.”
“Personally identifiable information” is information that tells us who you are, such as your name, your postal address, and your e-mail address. Personally identifiable information does not include aggregate information that, by itself, does not allow for the identification of an individual person. We collect personally identifiable information only if you voluntarily choose to provide it to us. You do not have to provide personally identifiably information to access our website.
“Automatic information” is technical information automatically collected by our web server (which may be hosted by a third-party), such as the identity of your internet service provider, the type of browser that you use, and your computer’s IP address. An IP address is a number assigned to your computer when you connect to the Internet. Each time you visit our web site; our web server automatically recognizes (where possible) and collects this information.
How is the information used and shared?
We may use personally identifiable information for the purposes for which it was collected. For example, to the extent that we collect personally identifiable information when the contact form is completed, we will use the information in connection with, among other things, to contact you per your request.
In addition to using personally identifiable information for the purposes for which it was collected, we may also use it to send you publications, invitations and other marketing materials that may be of interest to you.
We use automatic information for internal purposes, such as the administration of our website, improving the website, and assisting us in understanding how the website is used.
Can you change the information collected?
If you want to change, correct or update personally identifiable information submitted on our website, please contact us.
Is the information collected secure?
Unfortunately, information transmitted on the Internet and/or stored on systems attached to the Internet is not 100% secure. As a result, we do not ensure, warrant or guarantee the security or integrity of any information transmitted to us over the Internet or stored on our systems. Although we employ industry standard devices, software and techniques to protect your data, please do not disclose any private or confidential information to us via this website.
Links to other websites
To request a printed copy of Moneta’s Client Relationship Summary, email FormCRS@MonetaGroup.com.