Monthly Recap – September 2025
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
Eloise Schlafly
Senior Advisor
CFP®
Eloise Schlafly loves her clients. As their Family CFO, she serves as their go-to resource for all financial family matters. From tax planning to estate conversations, from changing education goals to understanding investment implications, Eloise is available to help her clients. She delivers a level of service and loyalty to her clients that only a completely independent,100% Partner-owned company like Moneta can offer.
Eloise joined Moneta immediately after earning a B.A. in Economics from Rhodes College.
Hanging out with nieces, nephews or Godchildren, Eloise stays active with her family and friends. Outside of work and on the weekends, you might find her trading in analytics for embroidery and needlepoint, or setting aside planning software for travel. Krakow, Poland or Potosi, MO, she is up to travel anywhere. A self-proclaimed booster, Eloise loves St. Louis and can be found around the city championing her passions – be it with startups downtown or in education in the city.
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Moneta Adds New Team with $262M AUM, Expanding Colorado Presence
October 1, 2025
ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...
Moneta Merges in New Jersey RIA, Expanding National Footprint
September 16, 2025
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...
Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...