The DUFF TORNEY Team

About Moneta

Boutique-style but backed by big firm resources, Moneta is a 100% partner-owned Registered Investment Adviser.

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You can have both the personalized attention you deserve and be backed by a large firm’s resources and security.

We aren’t a machine where one plan fits all. Our methods are personal, customized, and based on strategies and solutions specific to you and your goals. From handling complex taxation scenarios and compensation models to navigating a liquidity event, we know that no two clients are the same.

Top-ranked

by Barron’s for quality and scale (2017-2021)* 

*Rankings, Ratings, or Lists, and/or recognition by unaffiliated rating services and/or publications, whether highlighting specific advisors of Moneta or Moneta itself, are not indicative of performance and should not be construed as a guarantee of future investment success, nor should they be construed as a current or past endorsement of Company by any of its clients. Barron’s (BN) ranking dated Sept. 16, 2022 based on ADV data provided to BN for time period ending Dec. 31, 2021; Sept. 20, 2021 ranking based on ADV data provided to BN for time period ending Dec. 31, 2020; Sept. 11, 2020 ranking based on ADV data provided to BN for time period ending Dec. 31, 2019; Sept. 13, 2019 ranking based on ADV data provided to BN for time period ending Dec. 31, 2018; Sept. 14, 2018 ranking based on ADV data provided to BN for time period ending Dec. 31, 2017; Sept. 15, 2017 ranking based on ADV data provided to BN for time period ending Dec. 31, 2016; Aug. 27, 2016 ranking based on ADV data provided to BN for time period ending Dec. 31, 2015.

100% Partner-owned and Independent

Long-time Industry Leaders

1989:  Moneta’s conversion to a Registered Investment Advisor (RIA) marked an official declaration to act as a fiduciary.

2019: Moneta’s 30th Anniversary as an RIA and 150th year of staying true to their mission of “empowering people to navigate life’s path and protect what they cherish.” We can trace Moneta’s roots back to 1869 as Home Life Insurance Company. Even in this earliest iteration of our existence, every business decision was made considering clients’ needs first.

A Wealth of Information

DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.

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