Our Expertise

Endowments & Foundations

Principals at Moneta Group have hundreds of relationships with not-for-profit organizations as both advisors and board members. Approximately 100 board positions are held by Moneta principals at academic institutions, not-for-profit organizations, financial institutions and local businesses.

Our philosophy is financial markets are impossible to accurately predict in the short term and broad diversification across lowly-correlated asset classes is the best way to generate strong risk-adjusted returns.