Moneta Group, LLC

An experienced investment department led by our Chief Investment Strategist and including a fixed income expert and seasoned investment analyst follows a disciplined, objective process to identify and select those investments and investment managers best suited to your portfolios. The process includes significant quantitative analysis, but no decisions are made without extensive qualitative evaluation – including personal interviews and visits with potential investment managers. Recommendations of the Investment Department are then reviewed and debated by Moneta’s Investment Selection Committee prior to final approval. This committee includes investment experts from inside Moneta, as well as three outside investment professionals. In total, six CFA charterholders are involved in Moneta’s investment selection and monitoring process. 190511000This is one of the older family offices based in the United States with over 100 employees they offer a true 360 degree family office service to their clients. MF