Monthly Recap – September 2025
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
Moneta’s wealth management services help elevate your financial potential at any stage. As you move through life, opportunities emerge. Complexity grows. Momentum ebbs and flows. The only constant? Your Moneta advisor. They’re here to help you meet any moment, with innovative financial solutions and solid guidance.
INDIVIDUALS
INDIVIDUALS
True wealth is about more than what you have — it’s about what you can accomplish, through the lives you touch and the legacy you build.
INSTITUTIONS
INSTITUTIONS
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FAMILY OFFICE
FAMILY OFFICE
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TRUST SERVICES
TRUST SERVICES
Moneta Trust ensures that the long hours we have worked with you to clarify your goals are carried through when it matters most.
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
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...