Our Team Approach

Our team has a great depth of experience in strategic planning, financing and succession planning for closely held businesses. This includes developing plan designs to meet employers’ needs, ensuring Department of Labor (DOL) and IRS compliance, overseeing retirement plan distributions and helping fiduciaries minimize their liability.

Moneta Group’s experienced investment department is led by our chief investment strategist and includes a fixed income trader, seasoned investment analyst and alternative investment expert. They follow a disciplined, objective process to identify and select investments and investment managers best suited to your portfolios. Our process includes both quantitative analysis and qualitative evaluation that includes personal interviews and visits with potential investment managers.