Our Expertise

Investment Policy

We will work with you to clarify your investment goals as they relate to generating current and future income and your goal for principal value. Your minimum desired return must be balanced with:

  • Liquidity needs
  • Risk tolerances
  • Allowable investments
  • Budget inflows and outflows

Moneta Group will assist you in developing and implementing an Investment Policy Statement that defines investment policies, guidelines and objectives to create a framework to evaluate performance, explore new opportunities and enhance your investment portfolio.