Investment management

Institutional-quality research and deep personalization for complex wealth needs so you can invest with confidence.

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Investing with purpose and perspective

Moneta’s investment philosophy is rooted in long-term thinking, global diversification, and a panoramic asset allocation approach. We blend active and passive strategies, seek out alternative opportunities, and prioritize risk management to help clients achieve their unique objectives.

Institutional-quality investment management

Institutional expertise, individual focus

Our investment team brings approximately 200+ years combined experience, offering clients sophisticated research and insight developed from deep, specialized expertise along with qualified access to private alternative investment opportunities. Unlike some wealth managers, Moneta goes far beyond model-based portfolios to deliver customized solutions.

Patrick Enright

Director of Alternative Investments

Sam Hill

Director of Fixed Income

Chris Kamykowski

Managing Director of Strategy and Research

CFA, CFP®

Andrew Kelsen

Chief Investment Officer

As the Head of Alternative Investments at Moneta, Andrew Kelsen is the interface between Partner Teams, operations, port…

Nick Koboldt

Director of CPM

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Our investment process:

From strategy to solutions

Moneta’s process is designed for transparency, rigor, and results. From strategic asset allocation and manager selection to ongoing monitoring and due diligence, every step is built to optimize outcomes for our clients.

Access to alternative investments

Expanding opportunities beyond the ordinary

Moneta provides clients with access to private capital, real estate, and other diversifying strategies typically reserved for institutional investors. Our disciplined approach to sourcing, due diligence, and portfolio construction ensures clients benefit from high-quality, curated opportunities.