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| Additional information |
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| Moneta Group Investment Advisors, LLC |
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Overview:
Moneta Group provides Family CFO services to clients with complex financial lives. The firm’s primary role is to serve as each client’s advocate, helping them negotiate the many complexities encountered in managing their financial affairs.
Moneta Group principals hold more than 100 professional designations, including CFP®, CFA®, AWMA®, PFS, J.D., CPA, CLU and others, giving the firm a depth and breadth of expertise across a broad range of topics. Advice is provided on investment management, retirement planning, estate planning, risk management, business succession planning, income tax planning, employee compensation planning and education funding, as well as other topics specific to the needs of individual families. As the Family CFO, Moneta Group principals establish long-term relationships with clients and their families, designing unique plans and providing clients the opportunity to continue doing what they do best: building wealth, pursuing hopes, and living the life of their dreams.
Moneta Group is a comprehensive financial planning firm that today is one of the nation’s largest – totaling more than $8 billion in assets under management as of December 31, 2009. Ranking among the top Registered Investment Advisors in the country, our rankings and awards, along with criteria for inclusion, are listed here: Rankings & Awards . The 29 principals are owners of the firm. Individual principal teams serve as Family CFOs to a select group of clients, providing experienced insight across a broad range of financial topics.
Internally, a board of directors, headed by Chairman Peter Schick and CEO Gene Diederich provides the leadership and structure that allows the principals to focus exclusively on the needs of their clients. Six professionals lead the Accounting, Investment, Human Resources, Marketing and Communications, Information Technology and Operations Departments.
For everyone at Moneta Group, a commitment to the firm’s core values and our promise to deliver ‘Raving Fan’ service guides all our practices and decisions.
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History:
In 1905, Moneta Group opened its doors in downtown St. Louis. In 1958, we moved to Clayton and are soon to celebrate our 50th year as a Clayton corporate citizen. Over the past 100 years, Moneta has evolved into a comprehensive financial planning firm that today is one of the nation’s largest – totaling over $5.7 billion in assets under management.
In 2004, Moneta Group’s Client Advisory Board, a steering committee composed of the firm’s clients, expressed concern that our independent status invited potential for buyout. This, they felt, could inevitably impact the personal attention, flexibility and tradition to which the firm’s clients have grown accustomed.
In response to that concern, Moneta Group restructured itself. Under the new arrangement, Peter Schick, the firm’s managing director, sold 92 percent of the firm to its existing 26 principals. A pre-determined exit strategy was put in place wherein retiring principals will sell their interests to our own new generation of principals, thereby making it unnecessary to sell the firm to outside interests. The new operating structure helps ensure that clients can look forward to multi-generational relationships with an independent Moneta Group. |
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| Minimum Investable Assets:
$2 million |
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| Net Worth of largest client:
$85 million |
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| Asset Under Management:
$6 billion |
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