Terms of Use

Moneta Group Investment Advisors, LLC is required by law to disclose all pertinent information regarding the firm’s operation on Form ADV Part 2A, the Disclosure Brochure; this document is updated at least annually and offered to all clients. Complimentary copies are available to our clients upon request.

This website and all of the individual subordinate pages on the monetagroup.com and monetastl.com domains (collectively, the “Website”) are operated by Moneta for informational purposes only. The Website, in addition to the applications, social media pages, or other platforms maintained by Moneta, or on which Moneta maintains a presence, (collectively, the “Sites”) may display content about Moneta’s advisory services but do not constitute a complete description of our investment advisory services.

For additional information, please see our Disclosures Page

The Sites offer general financial educational materials and perspectives. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Moneta), or any non-investment related content, made reference to directly or indirectly on the Sites will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content provided on the Sites may no longer be reflective of current opinions or positions. Moneta shall not be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. You should not assume that any discussion or information contained on the Sites serves as the receipt of, or as a substitute for, personalized investment advice from Moneta or your advisor. Please remember to contact your advisor if there are any changes in your financial situation or investment objectives for the purpose of reviewing, evaluating, and revising previous recommendations and/or services provided by Moneta.

Disclaimer:
THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THE WEBSITE. THE WEBSITE IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. ANY HYPERLINKS TO WEBSITES OFFERED BY OTHER ORGANIZATIONS SHALL NOT BE CONSTRUED AS AN ENDORSEMENT OF THAT ORGANIZATION, NOR CONFIRMATION OF ANY ACCURACY OR RELIABILITY OF THE INFORMATION DISPLAYED BY THAT ORGANIZATION.

Ratings, Rankings, and Lists:

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 Moneta by any of its clients. Please review the methodology and applicable date range of data included with any ranking, rating, or list.

For additional information about our business, please see the additional resources below:

Disclosures

Client Relationship Summary