Moneta Wins Best-in-Business Award

Oct 30, 2007 | News Room | 0 comments

Schwab Institutional today announced that Clayton-based Moneta Group was recognized with the Best-in-Business Award at Schwab Institutional’s second annual IMPACT Awards.

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COVID-19 / SEC FILING UPDATE:

Moneta Group Investment Advisers, LLC intends to rely on the Order promulgated by the Securities and Exchange Commission under Release No. IA-5463 and updated by Release No. IA-5469 with regards to its annual filing of Form ADV. In addition, Moneta intends to rely on the Order with regards to the delivery of our Summary Brochure and ADV Part 2B Brochures as well. The SEC’s Order grants Registered Investment Advisor firms like Moneta temporary relief from reporting requirements that would otherwise be due amidst the business and everyday disruptions caused by the COVID-19 pandemic. Moneta takes its obligations and fiduciary responsibilities seriously, and intends to effectuate its filing and delivery as soon as is feasible given the circumstances.

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Truly Independent – We are fierce advocates of the fiduciary standard – always putting the needs of our clients first. We are 100% independent, 100% objective and 100% privately owned.

Family Office Services – From private equity to private transportation to private foundations, we offer wealthy families access to a wide range of specialized expertise – all under one roof. Moneta is the premier choice for ultra-high net worth families.

Family CFO Services – Successful CEOs depend on their executive team to help make wise decisions. This includes having a CFO for tax, financial and sometimes legal decisions. As the CEO of your family, you may have real estate, taxes, trusts, businesses and investments to manage. We serve as your Family CFO to help you make wise financial decisions so you can spend more time doing what you love (and we assume that’s not tax calculations).

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.