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Our Team - Moneta MONETA BY THE NUMBERS $37 4 BILLION AUM *as of 12 31 23 LOCATIONS IN 6 CITIES >500 EMPLOYEES
Moneta Wealth Advisers and Financial Services Working with your Moneta advisor, put your goals into action through personalized planning and counsel tailored to your timelines and risk tolerance Overcome the unexpected
Koeneman - Moneta Moneta is the premier choice for ultra-high net worth clients with generational wealth We provide the dedicated advocacy and service of a family office with the backing of a wealth management firm of exceptional size, scale and reputation
Kittner - Moneta Who We Are Led by our firm’s CEO and Chairman of the Board, we are a passionate team who are obsessively committed to deeply understanding our clients while helping them meet their needs and achieve their goals We strive to deliver a “family office” experience for everyone and our service extends well beyond investments to […]
About Moneta - Registered Investment Advisers Boutique-style but backed by big firm resources, Moneta is a 100% partner-owned Registered Investment Adviser What does that mean to you? Our business decisions are made by advisors, not by outside investors who might be focused solely on short-term return
Moneta Advisory Services No matter what stage you’re in on your wealth journey, the Moneta Advisory Services Team can help you plan for the future you imagine Whether you’re just starting out or looking to retire, we are here to help you make life’s big decisions
Barron’s ranks Moneta among nation’s top RIA firms for ninth . . . Barron’s ranked Moneta No 8 on its list of the “ 2024 Top 100 RIA Firms,” marking the ninth time in nine years that Moneta received the honor of being included among “the nation’s best wealth managers ”
Unique Asset Allocation Strategies - Moneta Our Investment Philosophy As an investment team, we have coalesced around the following core beliefs that will inform our decisions as related to our asset allocation, manager selection, and model portfolios Investing with a Client Lens Our investment approach is client-centric; we tailor portfolios to individual objectives, income needs, and risk tolerances Resilient Model Portfolios […]
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