Our Expertise

Moneta Group’s commitment to act as advocates for our clients, depth and breadth of services and high level of expertise allows us to better serve the business community by offering conflict-free, independent advice to businesses as well as qualified and non-qualified retirement plan clients.

Since 1966, Moneta has significantly expanded its uniquely individualized services to fit the distinctive needs of its institutional clients and made this a core competency of the firm. We are experts in the complex regulations that govern retirement plans and dedicated to finding solutions for our institutional clients. Our institutional business includes an all-inclusive menu of options and services, delivered in a collaborative manner, and designed to identify challenges and develop practical, simplified solutions that fit your company’s needs.

With over $14 billion in assets under management, Moneta Group receives significant attention from current and prospective investment managers.  Our only compensation is our fee. This enables us to be completely objective and serve as your advocate.