INSTITUTIONAL CONSULTING

Moneta provides high-touch service, open architecture and unbiased, conflict-free financial advice for your institution’s needs. We work with managing committees to apply a rigorous and time-tested investment process and philosophy to help your organization meet its goals. As your fiduciary, we work with you collaboratively to:

· Develop a formal, written due diligence process and prepare quarterly reports documenting this process.
· Assist with the documentation and maintenance of the committee’s investment policy statements and objectives for each fund.
· Monitor existing investments and make recommendations for changes, as necessary and appropriate.
· Educate on investment strategy and best practices, as needed.
· Act as your advocate with third-party vendor relationships.