The SWARD Team
Through the course of our history, Moneta has evolved into a firm of more than 260 people providing Family CFO services to our clients and consistently ranks among the top 10 Registered Investment Advisors (RIAs) in the country.
As RIAs, we adhere to the fiduciary standard, which requires that we put your best interest first in every investment recommendation. Plus, our boutique approach means we limit our client base to a small number of clients, allowing us to build strong relationships with each, focused on the kind of personal attention our clients expect and deserve.
News & UPDATES
Luke Ferraro | Director of Investment Research To date, 2020 has been a unique year for the financial markets. A global pandemic and domestic social...
By Lauren Hunt, Moneta Advisor Restricted stock plans involve the transfer of corporate stock to compensate executives, but it contains some sort of...
Every year, the Internal Revenue Service (IRS) comes out with its list of “Dirty Dozen” tax scams. This year, several scams feature a connection to...
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St. Louis, Missouri, 63105