Moneta Trust Services

How We Help 

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.

Corporate Trustee

You can have confidence in Moneta Trust’s fiduciary capability to act as your single source corporate trustee of both liquid and illiquid assets, however you need.

Trust Distribution Services

When it’s time to execute your trust, Moneta Trust works closely with your financial advisement team to simplify the process for you.

Trusted Alignment

With Moneta Trust’s oversight, you can be assured the nuanced decisions that may have to be made for you align with your intent.

Moneta Trust in the News

“Because we are often in the driver’s seat with clients as they design their wealth transfer plan, we have intimate knowledge of how to execute it in a way that is best for their families, and now we can do so with the resources of Moneta Trust.”

– Gene Diederich, Partner, Moneta

“Handling those assets in trusts can require special methodology, and Moneta Trust will allow its clients to appoint a single corporate trustee for both liquid and illiquid assets held in trust.”

– Eric Kittner, CEO and Chairman of the Board, Moneta

A Wealth of Information