In Practice November 30, 2010

Moneta Group Joins National Advisors Trust Program

The Trust Representative Office (TRO) program will provide the registered investment adviser (RIA), Moneta, with branded trust services and a referral marketing program targeting local centers of influence. 
Reported by

National Advisors Trust announced today that Moneta Group, LLC is the latest RIA to join their Trust Representative Office (TRO) program.  According to a press release, the TRO program is a comprehensive trust and wealth management business development and marketing program for RIAs.  The TRO program establishes a branded trust presence for participating RIAs and provides them with a turnkey marketing program targeting centers of influence, including estate-planning professionals, to generate new client referrals.   

“We considered pursuing trust powers, but found that the directed trustee arrangement between Moneta Group and National Advisors Trust provided the safety and security that clients and regulatory agencies are looking for in today’s environment,” said Gene Diederich, CEO of Moneta Group in the release.   

The Moneta Group specializes in comprehensive wealth management for families, calling itself the “Family CFO.”  It is headquartered in Clayton, Missouri.   

«